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Running Actions on Search Lists

You can perform a number of actions on all types of search lists — lists returned by a standard search, lists returned by Advanced Find, lists returned by Keyword Search, lists based on saved searches, or the My CRM Contacts list. Actions available are:

If you have the appropriate rights, the following two actions are also available:

To run an action on a search list:

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See Also:

Carrying out a Mail Merge to Multiple Contacts

Sending E-mails to Groups

Exporting Group Information

Using an Existing Saved Search

Creating a New Saved Search

Updating a Saved Search