Save List

Watch the video tutorial :
​https://www.youtube.com/watch?v=31D86ffD7l4&list=PLLrABDACkIhxwoXvBzsdLNbqumBa-9kgD&index=32​
You can save the filtered leads as a list for your future reference
Step 1 : Go to Lead List
Step 2 : Apply required filters
​Refer Filtering Leads article here​
Step 3 : Click on Save List
Step 4 : Add Visible to Users and If you wish to refer leads, add users in Assigned To
Step 5 : Click on Save List
You can merge new leads with the existing list as well. Just Select Merge with Existing List option.
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Last updated 9 months ago