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Market to Your Customers with Account Engagement
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            Convert Dynamic Lists to Static

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            Convert Dynamic Lists to Static

            Dynamic lists require system bandwidth every time they update. To preserve dynamic lists you want to keep but don’t need updated automatically, convert them to static.

            Required Editions

            Available in: All Account Engagement Editions
            User Permissions Needed
            To convert dynamic lists: Account Engagement Administrator role or a custom Account Engagement role with the Segmentation: Lists and Administration user permissions
            1. Open the Lists page.
              • In Account Engagement, select Marketing | Segmentation | Lists.
              • In the Lightning app, select Prospects, and then Segmentation | Segmentation Lists.
            2. Select the lists that you want to convert to static lists.
            3. Click the View dropdown menu and select Inactive Dynamic Lists or Unused Dynamic Lists.
            4. Click the table action dropdown menu and select Convert to static.
              The option to convert to static is also available from the action menu on the record home for each dynamic list.
            5. In the confirmation window, select Yes, convert dynamic lists to static lists, and then click Convert.

            After you convert a dynamic list to static, you must manually add and remove prospects. The list no longer updates based on rule criteria.

             
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