List/Playbook Cloning

List/Playbook Cloning

Users can Clone any List/Playbook in order to easily create new lists with previously used playbooks.

If a user clicks CLONE from the blue drop-down arrow on that List/Playbook, it will create a copy of it, assigned to the current user. The user will need to fill out a few items before saving this cloned List/Playbook, such as the Entry Criteria (defaulted to “No Entry Criteria” — this is used for adding Contacts to your List manually) and List Name (defaulted to “Copy of List Name”):

The best practice for this feature includes cloning a list with a playbook commonly used by your team, updating names and who it is assigned to (if needed). After that, the most important thing would be ensuring the correct contacts/leads are associated to the new list. So, be sure to go to the "Entry Criteria" tab and select SFDC if you are pulling in a new report, "Conditions" if you want to adjust criteria, and "No Entry Criteria" if you want to manually add them to the list.