Static List

Static List allow users to customize object-based lists that hold static records. Records will remain unchanged from initial creation until manually adjusted by the user, while field data continues to be dynamic. Static Lists offers a multitude of use cases particularly geared towards financial services professionals.

For Capital Markets:

• Build M&A prospect lists for pitches
• Build M&A acquirers (buyers) lists for deals
• Build buyer lists for Deal Closure Announcement

and more...

For Asset Management:

• Build plan sponsors list for lead nurturing
• Build static lists of top Investment Management Consultants

and more...

Data in Static Lists can easily be exported as CSV tables. No prior coding experience is required.

For ideas and questions, visit our support group: https://sforce.co/2TQANNu