How to Create a Custom Lead List

Method 1: Creating a List from the Navigation Menu

1. Hover Over "Lists" in the Navigation Menu

   • Find "Lists" in the sidebar and hover over it.

2. Click the "+" Icon

   • A "+" button will appear—click it.

3. Enter a List Name

   • Type a name for your new lead list.

4. Click Save

   • Your list is now created.

5. Add Leads to Your List

   • Select leads from the Lead Listing Grid and add them to the list.

Method 2: Creating a List from Filters

1. Apply Filters in the Lead Listing Grid

   • Use filters to refine your lead selection based on specific criteria.

2. Click the “Save” Icon in the Actions Column

   • In the upper-right corner, click the save icon.

3. Enter a List Name & Click Save

   • Name your filtered list and save it for future use.

With custom lead lists, you can efficiently segment leads and run highly targeted campaigns.