How to Modify a Dynamic List

Modified on: 2014-11-05 09:32:45 -0600


Modifying an existing List in SharpSpring is simple. ​The following video will show you how to modify a dynamic list in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.




Step-by-Step Guide on how to Modify a Dynamic List 

Step 1: Click on "Automation" in the top navigation bar.

Step 2: Select "Lists" in the drop down menu.



Step 3: To the right of the "List Name," there is a gray "Settings" box (Looks like a gear). Click on the arrow.

Step 4: Select "Change List Settings" in the drop down menu.


Step 5: On the next screen, you can change the name of the list and the trigger rules.

(Note: You cannot change an existing rules based list into a static list. However, you can create a new static list and then in "Settings" select "Add leads from list." This will allow you to add the leads from the dynamic list to the newly created static list.)

Step 6: Once you're finished making your changes, click on the green "Save Changes" button.



You should now have a better understanding of how to modify a Dynamic List using SharpSpring. As always, if you have any questions or concerns you can send an email to partnersupport@sharpspring.com.


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