Category: Lists

1. Go to Lists & Contacts 2. Press Add new List 3. Fill pop up 4. Press Create List

Because they’re not added to the list. To add them to the List 1. Go to Lists & Contacts 2. Choose the desired list 3. Click on Add Users 4. Choose members 5. Press Save

Note: Lead export is open only for Admins and Account Owners only. 1. Go to Lists & Contacts 2. Open the desired list 3. Press Export

Lists are where you can store your leads under one name. Groups are where you can store multiple lists under one name.

1. Go to Lists & Contacts 2. Choose the desired lists 3. Press Create new group 4. Name group 5. Press +

1. Go to Lists & Contacts 2. Choose the desired lists 3. Press Add to group 4. Choose desired group 5. Press Update

Note: This option is available for Account Owners only. 1. Go to Lists & Contacts 2. Choose the desired list 3. Press Delete this List

1. Go to Lists & Contacts 2. Choose the desired list 3. Choose desired Lead 4. OR Open Lead > Activity Log >Change Status 5. Change Status

1. Go to Lists & Contacts 2. Choose Desired List 3. Click Delays

1. Go to Lists & Contacts 2. Choose Desired List 3. Click New