Lists created for use in CleanCRM, CleanImport, or CleanCSV can be Public, Private or restricted to Roles. Private and restricted to Roles lists will limit the list from being displayed to all CRM On Demand users. In order to use a Private List you will need to export your list as a CSV, which must contain the Row ID (Record ID, AccountID, ContactID, etc). Then, in Settings, you will select the option for “Use external CSV list of Account IDs to dedupe.” Alternatively, you can create a Report in CRM On Demand and export it as a CSV, which must also contain the Row ID (Record ID, AccountID, ContactID).
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