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:
- Administrators
- Marketing Managers
Article Contents
Creating Lists
To create a custom list, do the following:
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Note: Rules based lists will dynamically remove a member when the lead no longer meets the trigger criteria.
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