You can create Static Lists from the Prospects, Referrers, or Organizations tabs to build and manage your own saved lists. These lists are custom groupings of records that remain fixed unless you manually update them.
Click through our guided tour or read step-by-step instructions on how this feature works below!
https://tour.welcomehomesoftware.com/dt/staticlists
Creating a New Static List
- Navigate to either the Prospects, Referrers, or Organizations tab.
- Use the dropdown at the top of the list and click Create Static List.
- Click on ‘+Create a Static List’ to get started! You will be prompted to give your list a custom name to help identify it.
You will have the option to set your list as the default view and/or allow other users to view it by sharing the list.
*Please note that only users with regional or admin level access can share lists.
Newly created lists will be empty by default. You can begin adding records using individual or bulk selection.
Accessing a Static List
Once created, your Static List can be accessed from the same dropdown used to switch between list views. You can always toggle between the default view and any static lists you've created.
Managing Your List
To add or remove records, click “Manage List.”
- You can quickly add individual records by clicking the +Add button, or add multiple records at once by selecting +Add Prospects to the List at the bottom of the page.
To remove a record, simply click “Added” next to the corresponding entry, or remove all records at once by selecting Remove Prospects from List at the bottom of the page.
Using Filters and Bulk Actions
All existing bulk action and filter features work within Static Lists, including:
- Search by name, email address or phone number within the search bar
- Filter by Status, Stage, Score, Care Type, Lead Source, and More
- Bulk actions (email, assign, delete, etc.)
Reminder: Bulk actions are features that are only available with the Prospect or Referrer tabs.
Editing an Existing Static List
- If you would like to change the name of your list, adjust any list settings, or delete the list entirely, you can do so by clicking the pencil icon.
If you would like a refresher on bulk actions, below are the corresponding articles!
How Do I Send a Bulk Email (video)