Looking for a lead you saw three days ago and now you can’t remember the filters? Or maybe, you work on a lead and suddenly remember that you’ve already done the outreach?
Well, fear not! We have Smart Lists to save your day. You can directly save lists of leads and companies from their respective tabs and then work on them on the smart lists tab. What more can you do with smart lists?
Export lists directly from the Lists tab, without having to go through the hassle of selecting a filter and then selecting leads/companies on their tabs.
Apply quick lead filters on top of the filtered lists you’ve already created. Filters by: Lead location, company location, company, source, and email and phone grades.
You can also look for leads/companies by the date that they were added. This way, you don’t mess up the leads you have already worked upon.
Delete lists as and when you’re done working on them. No credits deducted!
You can export these lists directly to Salesforce and HubSpot, eliminating the need to do it manually.
Point to note: You cannot share your lists with your team members, yet.
To know more about how to use Smart Lists, check out our related articles:
Lead Smart Lists
Company Smart Lists