How to Use the 'Save to List' Feature in Reports

There is the ability in Eleo to save the contacts that are in our standard reports to a static contact list so that you may view their contact information (Account #, First Name, Last Name, Organization, Address, Phone, Email, Contact Type, and Contact Status) and mail to them (if needed). This option is the 'Add as Contact List’ button.

1. Run the report as you normally would with any filters that you need.
2. Then, if you want to save those people to a static contact list, select the ‘Add as Contact List’ button.
3. This will save any contacts that met the criteria of the report that you ran as a Static (set) Contact List.