Cleaner interface for editing a prospect’s lists

The original interface for editing a prospect’s list memberships (a long list of checkboxes) was fine if your account had 10 lists but got out of hand quickly as you approached 100. We have changed this to allow you to select the lists to which you want to add the prospect from a dropdown menu, and delete any existing list memberships that are no longer desired by simply clicking a red “x” icon. The image below will give you a better idea of how it works.

Next up is adding this same interface directly into CRM systems so that your reps can manage list membership without a) custom fields or b) opening up Pardot.

Manage a Prospect's Lists