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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