Convert index page views to lists

To reuse filter criteria in saved views to build a list, you can convert an index page view into a new list. Once converted, the view's filters are automatically added to the list, then you can continue setting up the list's details.

For example, you have a saved view of contacts who are opportunities with recent sales engagement. You want to send a bulk email to them with offers. You can convert that view to a list and then send a marketing email to the list.

To convert a custom index page view to a list:

1. Navigate to your records.
2. Click All views.
3. Hover over the view you want to convert to a list.
4. Click More, then select Create List. 
    
   
5. You'll be brought to a new list. Edit filters if needed, set up the list's details, and save the list.

Please note: conversion will fail if an index page filter is not supported in lists. Learn more about selecting filter criteria.

Learn more about using lists.