SharpSpring enables you to create a list based on custom information you have on a contact. This article will detail how to create a list from any custom field.
The following user roles have access to create lists from a custom field:
- Company Managers
- Marketing Managers
List features are accessed through the toolbar.
To create a custom list, do the following:
Note: Rules based lists will dynamically remove a member when the lead no longer meets the trigger criteria.