Save List
You can save the filtered leads as a list for your future reference

Step 1 : Go to Lead List

Step 2 : Apply required filters

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.
Last modified 3mo ago
Copy link