Save dynamic Wealth Team lists to stay updated on teams within your target market. Once filters are applied, you have the option to save 2 types of lists:
Wealth Teams + All Associated Reps:
Every rep associated with the Wealth Teams in your search will be saved. For example, this option would include every rep associated with every Merrill Wealth Team.
Wealth Teams + Filtered Reps Only:
Only reps you have filtered for that are associated with the Wealth Teams will be saved. Use this option when layering on contact filters along with team filters.
The following example shows reps with an industry tenure of at least 10 years that work for Merrill Wealth Teams.
If you have any further questions, please contact your designated customer success manager or email [email protected].