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Market to Your Customers with Account Engagement
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            Add Prospects to Lists from Records

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            Add Prospects to Lists from Records

            You can add a prospect to a static list from the prospect’s record in Account Engagement and Salesforce. You can also add prospects to Engagement Studio programs from Salesforce.

            Required Editions

            User Permissions Needed
            To add an individual prospect to a list: Edit on prospects

            In Account Engagement, you can manage list membership on the List tab of a prospect record.

            The prospect record with the Lists tab hightlighted.

            From Salesforce, you can add to an Account Engagement list or engagement program from the prospect record. Add the prospect to up to five lists at a time and find related engagement program information, when it’s available.

            Lead or contact record with the Add to Engagement Studio List and Add to Prospect List options highlighted.
             
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