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创建和使用列表
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</nav> </div> </section></div> <div id="hs_cos_wrapper_L10N_Disclaimer" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="l10n-disclaimer" class="alert"><strong>請注意:</strong>:這篇文章的翻譯只是為了方便而提供。譯文透過翻譯軟體自動建立,可能沒有經過校對。因此,這篇文章的英文版本應該是包含最新資訊的管理版本。你可以在<a id="l10n-link" href="">這裡</a>存取這些內容。</div> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content="HubSpot Support" itemprop="name"> </span> <meta content="十一月 21, 2022" itemprop="datePublished"> <meta content="客戶支援" itemprop="author"> <meta content="https://knowledge.hubspot.com/zh-tw/lists/create-active-or-static-lists" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">创建和使用列表</span></h1> <p class="last-updated">上次更新時間: <span itemprop="dateModified"> <!-- %B Month as locale’s full name, %e day of the month, %Y year --> 二月 24, 2025 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <!-- Enables each SKU type, when applicable --> <!-- Show the product key? --> <!-- Show the main SKU table? --> <div class="article-key-wrapper"> <div class="article-key-header"> <h4>可与下列任何一种<a href="https://knowledge.hubspot.com/zh-tw/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">订阅</a>一起使用,除非有说明:</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sprocket-web-color.svg" width="24" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/crm"> <span class="article-key__all-products">所有產品和版本</span> </a> </td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>创建列表以根据属性值和其他特征分割记录。本文包括创建新列表的步骤。要设置列表标准并将记录添加到现有列表,请学习如何<a href="https://knowledge.hubspot.com/zh-tw/lists/determine-filter-criteria#list-criteria" rel="noopener" target="_blank">确定列表标准</a>或<a href="/lists/add-or-remove-contacts-from-a-list#add-or-remove-contacts-from-a-static-list" rel="noopener" target="_blank">手动将记录添加到静态列表</a>。</p> <!--more--> <p>HubSpot 的其他工具依靠列表对特定<span style="text-decoration: underline;">联系人</span>组进行更改。HubSpot 中列表的一些用途包括</p> <ul> <li><a href="https://knowledge.hubspot.com/zh-tw/marketing-email/create-marketing-emails-in-the-drag-and-drop-email-editor#send-or-schedule-your-email" rel="noopener" target="_blank">向联系人列表发送营销电子邮件</a>。</li> <li><a href="https://knowledge.hubspot.com/zh-tw/marketing-email/how-can-i-delete-contacts-who-have-unsubscribed-or-hard-bounce#create-an-active-list-of-bounced-contacts" rel="noopener" target="_blank">创建退回联系人列表</a>。</li> <li><a href="/workflows/set-your-workflow-enrollment-triggers#list-membership" rel="noopener" target="_blank">将列表加入工作流程</a>。</li> <li>在其他列表和<a href="/reports/create-custom-reports" rel="noopener" target="_blank">自定义报告</a>中使用<a href="https://knowledge.hubspot.com/zh-tw/lists/determine-filter-criteria#list-memberships" rel="noopener" target="_blank"><em>列表成员</em>筛选器</a>。</li> <li>使用联系人和公司列表<a href="/ads/create-ads-audiences-in-hubspot" rel="noopener" target="_blank">创建广告受众</a>。</li> <li>使用静态列表向联系人发送<a href="/customer-feedback/create-and-send-customer-satisfaction-surveys#6-recipients" rel="noopener" target="_blank">客户满意度调查</a>。</li> </ul> <p class="alert"><strong>请注意: </strong>您可创建列表的最大数量取决于您的订购。有关订阅选项和限制的更多信息,请参阅<a href="https://legal.hubspot.com/hubspot-product-and-services-catalog" rel="noopener" target="_blank">产品与服务目录</a>。</p> <h2>清单类型</h2> <p>HubSpot 账户中有两种类型的列表:活动列表和静态列表。</p> <h3>活动列表</h3> <p>活动列表会根据其标准<span style="text-decoration: underline;">自动更新</span>其成员。符合条件的记录将加入列表,不再符合条件的记录将退出列表。</p> <p>应使用活动列表的例子包括</p> <ul> <li>根据每个联系人的行为和属性发送独特的营销电子邮件。如果您定期发送时事通讯,活动列表会自动管理不断变化的订阅者列表。</li> <li>根据行为和属性值对联系人进行外呼。</li> <li>按<a href="https://knowledge.hubspot.com/zh-tw/records/use-lifecycle-stages" rel="noopener" target="_blank">生命周期阶段</a>对联系人进行分组,以持续识别各阶段联系人的行为和属性。</li> <li>根据随时间频繁变化的属性(如<em><a href="https://knowledge.hubspot.com/zh-tw/properties/set-up-score-properties-to-qualify-leads" rel="noopener" target="_blank">HubSpot 分数</a></em>)对记录进行细分。</li> </ul> <h3><span style="letter-spacing: 0.06em;">静态列表</span></h3> <p>静态列表包括<span style="text-decoration: underline;">保存</span>列表时符合设定标准的记录。静态列表<span style="text-decoration: underline;">不会</span>自动更新,因此<span style="text-decoration: underline;">不会</span>将符合标准的新记录添加到列表中。可以<a href="https://knowledge.hubspot.com/zh-tw/lists/add-or-remove-contacts-from-a-list" rel="noopener" target="_blank">手动添加记录或从静态列表中删除</a>记录。</p> <p>应使用静态列表的例子包括</p> <ul> <li>手动将记录添加到工作流程中。</li> <li>发送一次性电子邮件、不经常运行的电子邮件活动,以及不会更改的联系人列表(例如,活动与会者、内部通讯的员工列表或贸易展的列表)。 </li> <li>手动分组可能没有共享列表标准的记录。</li> <li>分段批量删除账户中的记录。</li> </ul> <h2>创建列表</h2> <p>拥有<a href="https://knowledge.hubspot.com/zh-tw/user-management/hubspot-user-permissions-guide#marketing" rel="noopener" target="_blank">列表 "<em>写入 "</em>权限的 </a>用户可以创建列表。你可以手动创建列表,或<a href="/ai-tools/use-copilot" rel="noopener" target="_blank">使用 Breeze Copilot</a> 创建人工智能生成的列表。如果你拥有<span style="font-style: italic;">入门</span>、<span style="font-style: italic;">专业</span>或<span style="font-style: italic;">企业</span>账户,还可以使用<a href="/lists/use-ai-assistants-in-lists" rel="noopener" target="_blank">人工智能助手生成列表过滤器和描述</a>。</p> <p>手动创建列表</p> <ul> <li>在你的 HubSpot 帳戶中,瀏覽「CRM」>「清單」。</li> <li>在右上角单击<strong>创建列表</strong>。</li> <li>选择要在列表中分段记录的<strong>对象</strong>。</li> </ul> <p><img alt="create-list-object-select" height="160" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/create-list-object-select.png?width=600&height=160&name=create-list-object-select.png" style="height: auto; max-width: 100%; width: 600px; margin-left: auto; margin-right: auto; display: block;" width="600" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/create-list-object-select.png?width=300&height=80&name=create-list-object-select.png 300w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/create-list-object-select.png?width=600&height=160&name=create-list-object-select.png 600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/create-list-object-select.png?width=900&height=240&name=create-list-object-select.png 900w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/create-list-object-select.png?width=1200&height=320&name=create-list-object-select.png 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/create-list-object-select.png?width=1500&height=400&name=create-list-object-select.png 1500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/create-list-object-select.png?width=1800&height=480&name=create-list-object-select.png 1800w" sizes="(max-width: 600px) 100vw, 600px"></p> <ul> <li>要使用<a href="/lists/use-ai-assistants-in-lists" rel="noopener" target="_blank">AI</a> <strong>生成</strong> <a href="/lists/use-ai-assistants-in-lists" rel="noopener" target="_blank">列表筛选器</a><span style="font-style: italic;">(</span>仅限<span style="font-style: italic;">入门级</span>、<span style="font-style: italic;">专业级</span>和<span style="font-style: italic;">企业级</span>),请在 "<strong>使用 AI 生成列表筛选器</strong>"文本框中输入您希望包含在列表中的记录类型的<span style="font-weight: bold;">描述</span>。</li> <li>单击<strong>下一步</strong>。</li> <li>要编辑列表名称,请单击左上角的<span class="ss-icon-font notranslate" translate="no">edit</span> <strong>编辑图标</strong>并输入<strong>名称</strong>。</li> </ul> <p><img alt="change-list-name" height="113" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=400&height=113&name=change-list-name.gif" style="height: auto; max-width: 100%; width: 400px; margin-left: auto; margin-right: auto; display: block;" width="400" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=200&height=57&name=change-list-name.gif 200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=400&height=113&name=change-list-name.gif 400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=600&height=170&name=change-list-name.gif 600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=800&height=226&name=change-list-name.gif 800w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=1000&height=283&name=change-list-name.gif 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=1200&height=339&name=change-list-name.gif 1200w" sizes="(max-width: 400px) 100vw, 400px"></p> <ul> <li>在左侧面板中设置要包含在列表中的记录的<span style="font-weight: bold;">标准</span>。了解<a href="https://knowledge.hubspot.com/zh-tw/lists/determine-filter-criteria" rel="noopener" target="_blank">可供您使用的列表标准及其工作原理</a>。每个列表最多可选择 250 个筛选器,包括最多 60 个关联对象筛选器。 <ul> <li>单击<strong>添加筛选器</strong><strong>。</strong></li> <li>选择要设置筛选器的<strong>对象 </strong>(例如,当前对象或关联对象或活动)。</li> <li>选择<strong>过滤器类别</strong>(如属性或与特定工具的交互)。</li> <li>在类别中,滚动或键入搜索,然后选择要过滤的<strong> 属性</strong>或<strong>活动</strong>。</li> <li><span style="font-weight: normal;">为属性或活动 </span>选择一个<strong>选项 </strong>,然后根据字段类型设置标准: <ul> <li><strong>下拉选择 </strong>或<strong>复选框</strong>:点击<strong>下拉菜单</strong>,选择数值左边的<strong>复选框</strong>。</li> <li><strong>文本</strong>:单击<strong>添加选项</strong>字段,然后键入<strong>文本值</strong>。如果要添加多个选项,请用分号分隔每个值(如波士顿、芝加哥、纽约)。</li> </ul></li> </ul></li> </ul> <p class="alert"><strong>请注意:</strong>对于列表筛选器中的大多数文本条件,不支持使用通配符 (*)。唯一可以使用通配符 (*) 的情况是,使用<a href="https://knowledge.hubspot.com/zh-tw/lists/determine-filter-criteria#page-views-marketing-hub-or-cms-hub-professional-and-enterprise-only" rel="noopener" target="_blank">页面视图条件</a>时,<a href="https://knowledge.hubspot.com/zh-tw/lists/determine-filter-criteria#page-views-marketing-hub-or-cms-hub-professional-and-enterprise-only" rel="noopener" target="_blank"> <em><span style="font-weight: normal;">联系人已访问(未访问)的 URL 与正则表达式相匹配。</span></em></a></p> <br> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li><strong>数值</strong>:单击 "<strong>添加值 </strong>"<strong>字段</strong>并键入<strong>数字值</strong>。如果要添加多个选项,请用分号分隔每个值(如 10;25;30)。这适用于<a href="https://knowledge.hubspot.com/zh-tw/properties/property-field-types-in-hubspot" rel="noopener" target="_blank">"<i>数字"</i>、"<i>分数</i>"和<i>"计算</i> </a>"<a href="https://knowledge.hubspot.com/zh-tw/properties/property-field-types-in-hubspot" rel="noopener" target="_blank">属性。 </a></li> <li><strong>日期选择器</strong>:单击<span class="ss-icon-font notranslate" translate="no">date </span><strong>日历字段</strong>,然后在日历中选择一个<strong>日期</strong>。 </li> </ul> </li> </ul> </li> </ul> <p class="alert"><span style="font-weight: bold;">请注意: </span><span style="font-weight: normal;">日期选择器属性默认为 HubSpot 账户时区。 </span></p> <br> <img alt="list-filters-create" height="376" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/list-filters-create.gif?width=500&height=376&name=list-filters-create.gif" style="height: auto; max-width: 100%; width: 500px; margin-left: auto; margin-right: auto; display: block;" width="500" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/list-filters-create.gif?width=250&height=188&name=list-filters-create.gif 250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/list-filters-create.gif?width=500&height=376&name=list-filters-create.gif 500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/list-filters-create.gif?width=750&height=564&name=list-filters-create.gif 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/list-filters-create.gif?width=1000&height=752&name=list-filters-create.gif 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/list-filters-create.gif?width=1250&height=940&name=list-filters-create.gif 1250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/list-filters-create.gif?width=1500&height=1128&name=list-filters-create.gif 1500w" sizes="(max-width: 500px) 100vw, 500px"> <ul> <li style="list-style-type: none;"> <ul> <li>对于关联对象筛选器,默认情况下,当<span style="text-decoration: underline;">任何</span>关联记录都符合标准时,列表中就会包含记录。要根据主公司关联或<a href="https://knowledge.hubspot.com/zh-tw/object-settings/create-and-use-association-labels#create-and-edit-association-labels" rel="noopener" target="_blank"> 关联标签 </a>进行筛选,请单击左侧面板中的<strong>任意关联 [对象]</strong>下拉菜单,然后:</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li>选择<strong>任意[对象]</strong>可根据该对象类型的所有关联记录进行筛选(例如,当联系人的任何关联公司满足条件时,列表将包括该联系人)。</li> <li>如果创建的是基于联系人的列表,请选择<strong>主要 [对象]</strong>,以便仅根据主要关联公司进行筛选(例如,只有当主要关联公司满足条件时,列表才会包含联系人)。</li> <li>在 "<em>带标签</em>"部分<em>(</em>仅限<em>专业版</em>和<em>企业版</em>),选择一个<strong>标签</strong>,以便仅根据使用所选标签的关联进行筛选(例如,只有当联系人有一个带该标签的关联公司且该公司满足条件时,列表才会包含该联系人)。</li> </ul> </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>要在同一类别或组内添加其他筛选器,请单击<strong>添加筛选器</strong>。同一筛选器类别或组内的附加筛选器遵循<a href="https://knowledge.hubspot.com/zh-tw/lists/determine-filter-criteria#use-and-and-or-logic" rel="noopener" target="_blank">AND 逻辑。 </a>记录必须满足组内的<span style="text-decoration: underline;">所有</span>条件才能包含在列表中。</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>要完成一个过滤组的编辑,请单击编辑器右上方的<strong>X</strong>。</li> <li>要添加另一个过滤组,请单击<span style="font-weight: bold;">+</span> <span style="font-weight: bold;">添加过滤组。</span>过滤组之间适用<a href="https://knowledge.hubspot.com/zh-tw/lists/determine-filter-criteria#use-and-and-or-logic" rel="noopener" target="_blank">OR 逻辑</a>。记录必须<span style="text-decoration: underline;">至少</span>满足<span style="text-decoration: underline;">一个</span>筛选组的条件,才能包含在列表中。</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>要从现有筛选器组中删除某个标准,请将鼠标悬停在属性、活动或值上,然后单击<span class="ss-icon-font notranslate" translate="no">delete</span> <strong>删除</strong>图标。如果要删除包含多个筛选器的类别,请在弹出框中单击 "<strong>删除分支 "</strong>确认。</li> </ul> </li> </ul> <img alt="delete-filters-in-list" height="362" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/delete-filters-in-list.png?width=375&height=362&name=delete-filters-in-list.png" style="width: 375px; margin-left: auto; margin-right: auto; display: block; height: auto; max-width: 100%;" width="375" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/delete-filters-in-list.png?width=188&height=181&name=delete-filters-in-list.png 188w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/delete-filters-in-list.png?width=375&height=362&name=delete-filters-in-list.png 375w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/delete-filters-in-list.png?width=563&height=543&name=delete-filters-in-list.png 563w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/delete-filters-in-list.png?width=750&height=724&name=delete-filters-in-list.png 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/delete-filters-in-list.png?width=938&height=905&name=delete-filters-in-list.png 938w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/delete-filters-in-list.png?width=1125&height=1086&name=delete-filters-in-list.png 1125w" sizes="(max-width: 375px) 100vw, 375px"> <ul> <li style="list-style-type: none;"> <ul> <li>要克隆或删除筛选器组,请单击组右上角的<strong>克隆</strong>或<strong>删除 </strong>图标。</li> <li>要测试现有记录是否符合筛选条件,请在左侧面板中单击<strong>测试</strong>。在下拉菜单中,选择要测试的<strong>记录</strong>。</li> </ul> </li> <li>在右上角,单击<strong> 审查并</strong> <strong>保存</strong>。</li> <li><a data-hs-anchor="true" id="list-details"></a>在右<span style="font-weight: normal;">面板</span>中,设置列表的详细信息: <ul> <li>选择列表<span style="font-weight: bold;">类型</span>,<a href="#active-lists" rel="noopener"><strong>活动</strong></a>或<a href="#static-lists" rel="noopener"><strong>静态。</strong></a></li> <li>要设置列表内容的描述,请输入<strong>描述</strong>。您也可以单击<strong>使用 AI 生成</strong>,<a href="/lists/use-ai-assistants-in-lists" rel="noopener" target="_blank">根据列表筛选器</a> <strong>生成</strong> <a href="/lists/use-ai-assistants-in-lists" rel="noopener" target="_blank">描述</a>。</li> <li>要将列表与营销活动关联,请选择要关联的<strong>营销活动</strong>或<a href="/campaigns/create-campaigns" rel="noopener" target="_blank">创建新的</a> <strong>营销活动</strong> <a href="/campaigns/create-campaigns" rel="noopener" target="_blank">。</a></li> <li>要选择要排除添加到列表的记录,请单击排除<strong>选项卡</strong>,然后选择要排除的<strong>列表</strong>或特定<strong>记录</strong>。</li> <li>要管理哪些用户和团队可以访问列表,请单击 "<strong>访问</strong>"选项卡,然后<a href="/lists/manage-access-to-lists" rel="noopener" target="_blank">自定义访问权限</a>。</li> </ul> <ul> <li><span style="font-weight: normal;">如果</span>在<a href="/object-settings/set-up-fields-seen-when-manually-creating-records" rel="noopener" target="_blank">创建列表表单中</a>添加了任何<a href="/object-settings/set-up-fields-seen-when-manually-creating-records" rel="noopener" target="_blank">属性</a>,请设置其值。</li> </ul></li> </ul> <p><img alt="review-and-save-list" height="431" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/review-and-save-list.gif?width=450&height=431&name=review-and-save-list.gif" style="height: auto; max-width: 100%; width: 450px; margin-left: auto; margin-right: auto; display: block;" width="450" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/review-and-save-list.gif?width=225&height=216&name=review-and-save-list.gif 225w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/review-and-save-list.gif?width=450&height=431&name=review-and-save-list.gif 450w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/review-and-save-list.gif?width=675&height=647&name=review-and-save-list.gif 675w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/review-and-save-list.gif?width=900&height=862&name=review-and-save-list.gif 900w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/review-and-save-list.gif?width=1125&height=1078&name=review-and-save-list.gif 1125w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/review-and-save-list.gif?width=1350&height=1293&name=review-and-save-list.gif 1350w" sizes="(max-width: 450px) 100vw, 450px"></p> <ul> <li>单击<strong>保存并处理列表</strong>。</li> </ul> <p>输入或选择有效条件后,列表将开始处理。出现的一组记录是将添加到列表中的记录的<span style="text-decoration: underline;">预览</span>。<span style="color: #33475b; font-family: AvenirNext, 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: 1em;">保存并完全处理列表后,在左上角的列表名称下将显示记录的确切数量。列表处理完毕后,您可以继续编辑列表。</span></p> <h2>查看和编辑列表</h2> <p>创建列表后,您可以编辑其详细信息并完成操作,如克隆、删除或<a href="#use-in" rel="noopener">在其他 HubSpot 工具中使用列表</a>。要编辑列表,用户必须拥有<a href="https://knowledge.hubspot.com/zh-tw/user-management/hubspot-user-permissions-guide#marketing" rel="noopener" target="_blank">列表的</a>"<a href="https://knowledge.hubspot.com/zh-tw/user-management/hubspot-user-permissions-guide#marketing" rel="noopener" target="_blank"><em>写入 "</em>权限</a>。</p> <ul> <li>在你的 HubSpot 帳戶中,瀏覽「CRM」>「清單」。</li> <li>在表格中,单击要查看或编辑的<strong>列表</strong>。要查看或编辑当前未被其他 HubSpot 工具使用的列表,请单击 "<strong>未使用列表</strong>"选项卡。</li> <li>要搜索列表中的特定记录,请使用右上角的<strong>搜索栏</strong>。</li> <li>要编辑列表名称,请单击当前名称旁边的<span class="ss-icon-font notranslate" translate="no">edit</span> <strong>铅笔图标 </strong>,然后输入新<strong>名称</strong>。</li> </ul> <p><img alt="change-list-name" height="113" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=400&height=113&name=change-list-name.gif" style="height: auto; max-width: 100%; width: 400px; margin-left: auto; margin-right: auto; display: block;" width="400" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=200&height=57&name=change-list-name.gif 200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=400&height=113&name=change-list-name.gif 400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=600&height=170&name=change-list-name.gif 600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=800&height=226&name=change-list-name.gif 800w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=1000&height=283&name=change-list-name.gif 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/change-list-name.gif?width=1200&height=339&name=change-list-name.gif 1200w" sizes="(max-width: 400px) 100vw, 400px"></p> <ul> <li>要编辑活动列表的筛选<strong>器</strong>,请在左侧面板中单击 "<strong>编辑筛选器</strong>",然后<a href="/lists/create-active-or-static-lists#:~:text=In%20the%20left%20panel%2C%20set%20the%20criteria%20for%20the%20contacts%20or%20companies%20you%20want%20to%20segment." rel="noopener">调整筛选器和标准,</a>要保存更改,请在右上角单击 "<strong>保存更改</strong>"。 </li> <li>在表格中,单击<strong>标题 </strong>可根据属性值对记录进行排序。您还可以根据<strong>添加到列表日期</strong>列过滤联系人,该列跟踪记录添加到列表的时间。 </li> <li>要管理<a href="/lists/set-up-list-notifications" rel="noopener" target="_blank">列表的通知</a>,请单击 "<strong>设置</strong>"选项卡,然后导航到左侧边栏的 "<strong>通知</strong>"。 </li> <li>要管理<a href="/lists/exclude-records-from-an-active-list" rel="noopener" target="_blank">活动列表的排除</a>项,请单击 "<strong>设置</strong>"选项卡,然后导航到左侧边栏的<strong>排除项</strong>。 </li> <li>要<a href="/lists/convert-active-lists-to-static-lists" rel="noopener" target="_blank">将活动列表转换为静态列表</a>,请单击 "<strong>设置</strong>"选项卡,然后导航到左侧边栏中的<strong>自动转换为静态</strong>。</li> <li>要查看有关列表的更多信息,包括列表 ID 值,请单击右上角<strong>的详细信息</strong>。在右侧面板中,查看列表的名称和类型、创建日期和最后更新日期、过去七天内联系人数量的变化、创建列表的用户、<em>列表 ID</em>、<em>ILS 列表 ID </em>以及当前使用列表的 HubSpot 工具或资产。 <ul> <li><strong>列表 ID:</strong>此 ID 用于在集成或使用<a href="https://developers.hubspot.com/docs/reference/api/crm/lists/v1-contacts" rel="noopener">列表 API</a> 时引用列表。</li> <li><strong>ILD 列表 ID:</strong>在使用<a href="https://developers.hubspot.com/docs/guides/api/crm/exports" rel="noopener">Exports API</a> 时使用。</li> </ul></li> <li>要对列表执行更多操作,请单击 "<strong>操作</strong>",然后选择一个选项:</li> </ul> <img alt="actions-dropdown-lists" height="539" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/actions-dropdown-lists.png?width=350&height=539&name=actions-dropdown-lists.png" style="height: auto; max-width: 100%; width: 350px; margin-left: auto; margin-right: auto; display: block;" width="350" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/actions-dropdown-lists.png?width=175&height=270&name=actions-dropdown-lists.png 175w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/actions-dropdown-lists.png?width=350&height=539&name=actions-dropdown-lists.png 350w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/actions-dropdown-lists.png?width=525&height=809&name=actions-dropdown-lists.png 525w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/actions-dropdown-lists.png?width=700&height=1078&name=actions-dropdown-lists.png 700w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/actions-dropdown-lists.png?width=875&height=1348&name=actions-dropdown-lists.png 875w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/actions-dropdown-lists.png?width=1050&height=1617&name=actions-dropdown-lists.png 1050w" sizes="(max-width: 350px) 100vw, 350px"> <ul> <li style="list-style-type: none;"> <ul> <li><a href="/lists/how-to-customize-list-columns" rel="noopener" style="font-weight: bold;" target="_blank">编辑列</a><strong>: </strong>为表格中的每条记录选择要显示的属性。 <ul> <li>要将列配置仅应用于所选列表,请单击<strong>保存</strong>。</li> <li>要将列配置应用到该对象的所有列表,请选择<strong>应用到所有 [联系人/公司] 列表</strong>复选框,然后单击<strong>保存</strong>。</li> </ul></li> <li><strong>导出列表:</strong>下载列表副本。</li> <li><span style="font-weight: bold;">分配给团队</span><span style="font-style: italic;">(</span>仅限<span style="font-style: italic;">企业</span>):将列表分配给一个<a href="https://knowledge.hubspot.com/zh-tw/user-management/create-and-manage-teams" rel="noopener" target="_blank">团队</a>。</li> <li><strong>克隆</strong>:<a href="#clone-a-list" rel="noopener">克隆列表</a>。</li> <li><strong>转换为静态</strong> <strong>列表:</strong>将活动列表转换为静态列表。 </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong>删除列表: </strong><span style="font-weight: normal;"><a href="#delete-a-list" rel="noopener">删除列表</a>。您只能<a href="/lists/why-can-t-i-delete-a-list" rel="noopener" target="_blank">删除 HubSpot 中未在其他地方使用的列表</a>。列表中的记录<span style="text-decoration: underline;">不会</span>被删除。如果删除静态列表,列表将被永久删除。如果删除的是活动列表,该列表可在 90 天内从 "<a href="#restore-an-active-list" rel="noopener"><em>最近删除</em></a>"<a href="#restore-an-active-list" rel="noopener">选项卡</a>中恢复<a href="#restore-an-active-list" rel="noopener">。</a></span></li> <li><strong>移动到文件夹</strong>:选择要将列表移动到的<a href="/lists/how-do-i-create-a-folder-for-my-lists" rel="noopener" target="_blank">列表文件夹</a>。</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong>随机样本:</strong>从列表中随机抽取联系人。</li> <li><strong>拆分列表</strong><em><strong>(仅限 Marketing Hub</strong></em> <em>企业版</em>):创建<a href="/lists/create-a-random-split-list" rel="noopener" target="_blank">随机拆分列表</a>。</li> <li><strong>与 Salesforce 重新同步列表</strong><em>(</em>仅限<em>专业版</em>和<em>企业版</em>):<span style="color: #33475b; font-family: AvenirNext, 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: 1em;"> 如果使用 Salesforce 联系人集成,则</span> <span style="color: #33475b; font-family: AvenirNext, 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: 1em;">触发 </span><a href="/salesforce/install-the-hubspot-salesforce-integration" rel="noopener" style="font-family: AvenirNext, 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: 1em;" target="_blank">与 Salesforce 重新同步列表</a><span style="color: #33475b; font-family: AvenirNext, 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: 1em;"> 。</span></li> <li><strong>使用此列表限制 Salesforce 同步</strong><em>(仅限专业版</em>和<em>企业版</em>):<span style="color: #33475b; font-family: AvenirNext, 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: 1em;">如果使用 Salesforce 集成,则将此列表指定为同步到 Salesforce 的联系人包含列表。了解有关 </span><a href="/salesforce/create-a-salesforce-inclusion-list" rel="noopener" style="font-family: AvenirNext, 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: 1em;" target="_blank">Salesforce </a>联系人<a href="/salesforce/create-a-salesforce-inclusion-list" rel="noopener" style="font-family: AvenirNext, 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: 1em;" target="_blank">包含列表 </a>的<span style="color: #33475b; font-family: AvenirNext, 'Helvetica Neue', Helvetica, Arial, sans-serif; font-size: 1em;">更多信息 </span>。</li> </ul> </li> </ul> <a data-hs-anchor="true" id="use-in"></a> <ul> <li>要在其他 HubSpot 工具中使用列表,请单击 "<strong>在下拉菜单中使用</strong>",然后选择一个选项:</li> </ul> <p><img alt="use-in-dropdown-lists" height="355" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/use-in-dropdown-lists.png?width=350&height=355&name=use-in-dropdown-lists.png" style="height: auto; max-width: 100%; width: 350px; margin-left: auto; margin-right: auto; display: block;" width="350" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/use-in-dropdown-lists.png?width=175&height=178&name=use-in-dropdown-lists.png 175w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/use-in-dropdown-lists.png?width=350&height=355&name=use-in-dropdown-lists.png 350w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/use-in-dropdown-lists.png?width=525&height=533&name=use-in-dropdown-lists.png 525w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/use-in-dropdown-lists.png?width=700&height=710&name=use-in-dropdown-lists.png 700w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/use-in-dropdown-lists.png?width=875&height=888&name=use-in-dropdown-lists.png 875w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/use-in-dropdown-lists.png?width=1050&height=1065&name=use-in-dropdown-lists.png 1050w" sizes="(max-width: 350px) 100vw, 350px"></p> <ul> <li style="list-style-type: none;"> <ul> <li><span style="font-weight: bold;"><span style="font-style: italic;">营销 </span></span><span style="font-weight: bold;">活动 </span><span style="font-weight: normal;">(</span>仅限<span style="font-weight: bold;"><span style="font-style: italic;">Marketing Hub </span></span><span style="font-style: italic; font-weight: normal;">Professional</span><span style="font-weight: bold;"><span style="font-style: italic;"> </span></span><span style="font-weight: normal;">和 </span><span style="font-style: italic; font-weight: normal;">Enterprise</span><span style="font-weight: bold;"> </span><span style="font-weight: normal;">)</span><span style="font-weight: bold;">: </span>将<span style="font-weight: normal;">基于联系人的静态列表 </span>与<a href="/campaigns/understand-campaigns" rel="noopener">营销活动</a>关联。每个列表可与多个营销活动关联。</li> <li><span style="font-weight: bold;">联系人/公司/交易视图</span>:在<a href="https://knowledge.hubspot.com/zh-tw/records/view-and-filter-records" rel="noopener" target="_blank">对象主页</a>上查看列表记录。</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong>自定义报告生成器</strong> <span style="font-weight: normal;">(仅限<span style="font-style: italic;">专业版</span>和<span style="font-style: italic;">企业版</span>)</span>:根据列表<a href="/reports/create-custom-reports" rel="noopener" target="_blank">生成自定义报告</a>。</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><span style="font-weight: bold;">客户旅程分析</span><em><strong>(仅限营销集线器</strong></em>和<em><strong>销售集线器</strong></em> <em>企业</em>版):根据列表创建<a href="/reports/create-a-journey-report" rel="noopener" target="_blank">旅程报告</a>。</li> <li><strong>数据集</strong><em><strong>(仅限 Operations Hub</strong></em> <em>Enterprise</em>):根据列表创建<a href="https://knowledge.hubspot.com/zh-tw/data-management/create-and-use-datasets" rel="noopener" target="_blank">数据集</a>。</li> <li><strong>工作流</strong> <em>(</em>仅限<em>专业版</em>和<em>企业 </em>版):使用列表成员身份作为注册触发器创建<a href="/workflows/create-workflows" rel="noopener" target="_blank">工作流</a>。</li> </ul> </li> </ul> <h2>删除列表</h2> <p>如果您的账户已达到列表上限,您可能想删除一个列表而不删除其记录。如果想删除列表中的记录,请学习如何<span style="font-weight: normal;"><a href="https://knowledge.hubspot.com/zh-tw/records/delete-crm-records?_ga=2.24816563.866181865.1621536754-1563886631.1621536754#delete-records-from-the-object-index-page" rel="noopener" target="_blank"> 批量删除记录</a>。只有拥有<a href="https://knowledge.hubspot.com/zh-tw/user-management/hubspot-user-permissions-guide#marketing" rel="noopener" target="_blank"><span style="font-style: italic;">写</span>列表权限的</a>用户才能删除列表。</span></p> <p class="alert"><strong>请注意: </strong><span style="font-weight: normal;">如果删除了列表,可在 90 天内从 "<a href="#restore-an-active-list" rel="noopener"><em>最近删除</em></a>"<a href="#restore-an-active-list" rel="noopener">选项卡</a>中恢复该列表。</span></p> <ul> <li>在你的 HubSpot 帳戶中,瀏覽「CRM」>「清單」。</li> <li>要只查看过去两个月内未使用或未更新的列表,请单击 "<strong>未使用列表</strong>"选项卡。您也可以在<em>列表库</em>选项卡中继续删除。</li> <li>要删除单个列表,请将鼠标悬停在列表上,单击<strong>更多</strong>,然后选择<strong>删除</strong>。 </li> </ul> <ul> <li>要批量删除列表,请选择要删除的列表旁边的<strong>复选框</strong>,然后单击表格顶部的<strong>删除</strong>。</li> </ul> <p><img loading="lazy" sizes="(max-width: 550px) 100vw, 550px" src="https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/Knowledge_Base_Images/Contacts/Lists/more-delete.png?width=550&name=more-delete.png" srcset="https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/Knowledge_Base_Images/Contacts/Lists/more-delete.png?width=275&name=more-delete.png 275w, https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/Knowledge_Base_Images/Contacts/Lists/more-delete.png?width=550&name=more-delete.png 550w, https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/Knowledge_Base_Images/Contacts/Lists/more-delete.png?width=825&name=more-delete.png 825w, https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/Knowledge_Base_Images/Contacts/Lists/more-delete.png?width=1100&name=more-delete.png 1100w, https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/Knowledge_Base_Images/Contacts/Lists/more-delete.png?width=1375&name=more-delete.png 1375w, https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/Knowledge_Base_Images/Contacts/Lists/more-delete.png?width=1650&name=more-delete.png 1650w" style="margin-left: auto; margin-right: auto; display: block;" width="550"></p> <ul> <li>在对话框中单击 "<strong>删除</strong>"。</li> </ul> <p>进一步了解<a href="https://knowledge.hubspot.com/zh-tw/lists/why-can-t-i-delete-a-list" rel="noopener" target="_blank">无法删除列表的原因</a>。</p> <h2>恢复已删除的列表</h2> <p>您可以在删除列表后的 90 天内将其还原。如果在 90 天内没有还原列表,该列表将被永久删除。列表将以相同的 ID 还原。 </p> <ul> <li>在你的 HubSpot 帳戶中,瀏覽「CRM」>「清單」。</li> <li>单击<strong>最近删除</strong>选项卡。</li> <li>将鼠标悬停在要还原的列表上,然后单击 "<strong>还原</strong>"。</li> </ul> <p><img alt="restore-list" height="233" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/restore-list.png?width=600&height=233&name=restore-list.png" style="height: auto; max-width: 100%; width: 600px;" width="600" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/restore-list.png?width=300&height=117&name=restore-list.png 300w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/restore-list.png?width=600&height=233&name=restore-list.png 600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/restore-list.png?width=900&height=350&name=restore-list.png 900w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/restore-list.png?width=1200&height=466&name=restore-list.png 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/restore-list.png?width=1500&height=583&name=restore-list.png 1500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/restore-list.png?width=1800&height=699&name=restore-list.png 1800w" sizes="(max-width: 600px) 100vw, 600px"></p> <ul> <li>在对话框中单击 "<strong>还原</strong>"确认。</li> </ul> <h2>克隆列表</h2> <p>如果你已经在 HubSpot 中拥有一个列表,但你想对其进行编辑或复制,你可以克隆你的列表,并对新创建的列表进行必要的更改。</p> <ul> <li>在你的 HubSpot 帳戶中,瀏覽「CRM」>「清單」。</li> <li>将鼠标悬停在列表上,单击<strong>更多</strong>,然后选择<strong> 克隆</strong>。</li> </ul> <p><img alt="clone-list" height="400" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list.png?width=647&height=400&name=clone-list.png" style="height: auto; max-width: 100%; width: 647px;" width="647" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list.png?width=324&height=200&name=clone-list.png 324w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list.png?width=647&height=400&name=clone-list.png 647w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list.png?width=971&height=600&name=clone-list.png 971w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list.png?width=1294&height=800&name=clone-list.png 1294w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list.png?width=1618&height=1000&name=clone-list.png 1618w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list.png?width=1941&height=1200&name=clone-list.png 1941w" sizes="(max-width: 647px) 100vw, 647px"></p> <ul> <li>在弹出窗口中,根据需要更改<strong>列表名称</strong>。 </li> <li>选择以下选项之一: <ul> <li><strong>克隆为活动列表</strong>:创建具有相同筛选器的新活动列表。</li> <li><strong>克隆为静态列表:</strong>创建一个具有相同筛选条件的新静态列表。</li> <li><strong>关闭为静态列表(仅成员资格):</strong>删除筛选器,仅克隆列表成员资格。 </li> </ul></li> </ul> <p><img alt="clone-list-popup-1" height="536" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list-popup-1.png?width=476&height=536&name=clone-list-popup-1.png" style="height: auto; max-width: 100%; width: 476px;" width="476" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list-popup-1.png?width=238&height=268&name=clone-list-popup-1.png 238w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list-popup-1.png?width=476&height=536&name=clone-list-popup-1.png 476w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list-popup-1.png?width=714&height=804&name=clone-list-popup-1.png 714w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list-popup-1.png?width=952&height=1072&name=clone-list-popup-1.png 952w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list-popup-1.png?width=1190&height=1340&name=clone-list-popup-1.png 1190w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-list-popup-1.png?width=1428&height=1608&name=clone-list-popup-1.png 1428w" sizes="(max-width: 476px) 100vw, 476px"></p> <ul> <li>单击<strong>克隆列表</strong>。 </li> <li>根据需要更改列表标准,然后单击右上角的<strong>保存列表</strong>。</li> </ul> <h2>查看列表活动日志</h2> <p>查看列表的活动日志,跟踪列表发生的任何更改。操作包括</p> <ul> <li>创建、编辑、删除或恢复列表时。</li> <li>在工作流程等其他工具中使用列表时。</li> <li>触发列表通知时。</li> <li>列表从活动状态转换为静态状态时。</li> </ul> <p>查看活动日志:</p> <ul> <li>在你的 HubSpot 帳戶中,瀏覽「CRM」>「清單」。</li> <li>单击列表<strong>名称</strong>。</li> <li>单击<strong>活动 </strong>选项卡。 </li> <li>要过滤特定事件,请单击<em>事件</em>下拉菜单并选择<strong>事件类型</strong>。</li> <li>要筛选列表的旧版本,请单击<strong>版本</strong>下拉菜单。</li> <li>要筛选修改列表的特定用户,请单击修改<strong>者<em> </em></strong>下拉菜单并选择<strong>用户</strong>。 </li> </ul></span> <div class="blog-post-topic-wrapper" style="display: none;"> <span class="tag-name">Lists</span> </div> <span id="hs_cos_wrapper_Optional_Bottom_of_post_CTA" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"></span> </div> </div> </div> </div> </div> <div id="hs_cos_wrapper_lightbox" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><!-- module html --> <div id="kb-lightbox" class="kb-lightbox cl-modal -light" role="dialog" aria-modal="true" aria-label="dialog with carousel of images"> <div class="cl-lightbox cl-modal-backdrop" data-cl-modal="close"> <div class="cl-lightbox-content-container"> 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