Batchbook Knowledge Base Lists/ReportsCreate a List from Search Results

Create a List from Search Results

Building Lists is done by first doing an advanced search for the records you'd like to include in the List.  To review that functionality, please read this article first.

Save Search Results as a List

When you're happy with the Search Results - select the Save as List option.

Name your List

Give your List a name and description.

Hint!: Descriptions are very useful for remembering why you created the List to begin with. If you're working with a team, it's a great way to know what each List is for to avoid potential duplication.

List Moves to Lists Browse

Your newly created List will move to the List Browse page. Here, you can click on the List to see a quick synopsis including title, description, number of contacts and last updated date.

Take a peak at our quick tutorial on creating Searches and Lists!