Managing your customer lists (Professional Add-on and Enterprise Add-on)

Customer lists define a segment of your users based on a set of criteria. For information about creating and using customer lists, see Creating and using customer lists.

Customer lists are available as a Professional or Enterprise Add-on.

Administrators can manage shared and personal customer lists. Agents can manage personal customer lists only. Enterprise agents might also be able to manage shared lists, depending on their custom role. For information about permissions for Enterprise accounts, see Custom agent roles.

This article contains the following sections:

• Activating and deactivating customer lists
• Changing the order of your customer lists
• Deleting customer lists

Activating and deactivating customer lists

Customer lists are active by default. If you decide that you no longer need a customer list you can either delete it or deactivate it. Deleting it of course means that it's gone and can't be retrieved. You can instead deactivate customer lists.

Active and inactive customer lists are grouped accordingly on the Customer Lists page. You can reactivate an inactive customer list if needed.

To activate or deactivate a customer list

1. Click the Customer Lists icon () in the sidebar.
2. Click Customer Lists in the top toolbar, then select Manage lists.

   

3. (Admins and Enterprise agents with permission to create shared lists) If you want to activate or deactivate a personal list, click Personal to see your personal customer lists. Otherwise, you see your shared customer lists.
4. Hover your mouse over the name of the customer list you want to activate or deactivate, then select Activate or Deactivate.

   

   The list moves to the active or inactive section depending on the action you selected.

5. Click Close.

Changing the order of your customer lists

You can reorder the list of customer lists that appears on the Customer Lists page.

Administrators and Enterprise agents with permission to create shared customer lists can reorder their own views and all shared views. Agents can reorder their personal views only.

To change the order of your customer lists

1. Click the Customer Lists icon () in the sidebar.
2. Click Customer Lists in the top toolbar, then select Manage lists.
3. (Admins and Enterprise agents with permission to create shared customer lists) If you want to reorder personal lists, click Personal to see your personal customer lists. Otherwise, you see your shared customer lists.
4. Click the name of the customer list you'd like to move, then drag it to a new position.

   

   The customer list appear in the new order. You cannot drag an active list to the inactive list.

5. Repeat if you'd like to move another customer list to a new position.
6. Click Close.

Deleting customer lists

You can delete customer lists that you no longer need. Deleted customer lists cannot be recovered.

To delete a customer list

1. Click the Customer Lists icon () in the sidebar.
2. Click Customer Lists in the top toolbar, then select Manage lists.
3. (Admins and Enterprise agents with permission to create shared customer lists) If you want to delete a personal list, click Personal to see your personal customer lists. Otherwise, you see your shared customer lists.
4. Hover your mouse over the name of the customer list you want to delete, then select Delete.
   Note: If you don't see the delete option, make the customer list inactive first. You cannot delete active customer lists from the Manage lists dialog box. You can delete an active customer list when you edit the customer list, by clicking the customer list name at the top of the list, then clicking Delete.

   

   The customer list is removed from the list. It cannot be recovered after it is deleted.

5. Click Close.