This article answers a real question raised by an Enolytics customer in support.

Use Take Action in Build Beyond Limits

The 'Take Action' button does not exist in Build Beyond Limits. There is a workaround however. The easiest way is, once you have the exact list of customers in your report, to create a local list. Use the 'Save Local List' button in the top bar to the left of the date picker. Give the list a name. This will now save a static list all the customer numbers in that report. Once the red box is gone. you can get rid of all your filters and start a new filter (New) and type in 'Local List'. Find the list you just created. That will now filter down Enolytics to only the customers that were in your BBL report. Now go to Contacts | Who are my paying contacts or Contacts | Who are my prospects. Both of those tables have the 'Take Action' button for you to use and log your communications and do your customer research.

Have a related question? Reach out to support — we're happy to help.