How to create a new List
While your account comes with pre-defined Lists you'll likely have ideas for other lists that will help you be successful. Creating new Lists can be done quickly.
Build a new List
Start by clicking the +List button on the Lists page or on the Advanced Search page (the magnifying glass icon)
Enter Criteria of Search
Use the dropdown provided to scroll to the field you'd like to search on. Basic fields are at the top while Custom Fields are down at the bottom. Keep in mind that searches can not be combined across record types. All search criteria must pertain to an individual or company for it to be returned in the search.
Add additional search criteria
To add more fields to your search, click on the + sign outlined below and additional fields will be added on for you. These fields will always be joined by an 'and' qualifier.
The + sign highlighted below will allow you to look across criteria in the same field with an 'or' qualifier
When the criteria is set, hit search to look for matching records. You'll notice the Records Returned to the right change to reflect how many contact were found and what type of contact they are - people or business. If the numbers make sense to you, click Show Results to see the individuals that make up the list
View Results of Search
Here you can view the results of your search including the contacts on the lists and a little information about their record. There are sort options at the top of the to help you better view the results. To save the search as a list so that it becomes a dynamically updating list in your account for continued use, click Save as List.
Name your new List
Give your new List a name and description.
New List Detail
You'll be taken to the new List detail page and the List will live on your Lists tab.