Question

When would you use a static list?

A. When you want to expert records to Word.
B. When you want to import leads from another system.
C. When you want to filter on CRM fields.
D. When you want to filter on behavior.

Answer 1

A static list is used C. when you want to filter on CRM fields. It provides a fixed list of records based on specific criteria, maintaining the same data even if changes occur in the CRM.

Step-by-step explanation:

A static list is typically used when you want to filter on CRM fields. It allows you to create a fixed list of records based on specific criteria. For example, if you want to filter all the customers who have made a purchase in the last month, you can create a static list with this filter applied.

The advantage of using a static list is that it provides a snapshot of the filtered data at the time of creation. This means that even if new records are added to the CRM or if existing records are modified, the static list will remain the same unless it is manually updated.

Static lists are commonly used in various applications such as customer relationship management (CRM) systems or email marketing platforms. They help users organize and segment their data more effectively, allowing for targeted actions and analysis.