Optional procedure for creating a manual list

You can convert an automatic list to a manual list. This lets you use an automatic list as the starting point, which can save time, while still allowing you to add or remove individual activities.

Note: This procedure will not allow you to convert a manual list back to automatic.
Note: 

To preserve the automatic list, copy it to a new list name using Copy (AC13.5 or AC14.5) or Account Category List Copy (AC16.5), then convert the new list to a manual list.

  1. Access List (MX10.1) and select the list that you want to convert.
  2. Click New List to access Define List (MX10.2)
  3. Click Manual List to access Manual Activity List (AC13.4), Manual Activity Group List (AC14.4), or Manual Account Category List (AC16.4).
  4. Click Convert to Manual on Manual Activity List (AC13.4), Manual Activity Group List (AC14.4), or Manual Account Category List (AC16.4) to convert the automatic list to a manual list.