Moving the Account List

You can move Account Lists, CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers from one folder to another. The steps to move an account list are explained in this article. You can follow the same procedure to move CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers.

1. Click Account List.

2. Right-click on the account list that you want to move and click Move.

A confirmation dialog to move the account list will be displayed.

3. Select the folder to which you want to move the account list and click Move.

The account list will be moved to the selected folder.

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