SharpSpring allows you to create a list to capture every contact record currently in your system, as well as all records that are created in the future. This list can be used to further segment leads and create meaningful subgroups by creating a dynamic list with a different criteria.
The following user roles can create a continuous list:
- Company Managers
- Marketing Managers
Automation features are accessed through the toolbar.
Creating Continuous Lists
To create an all inclusive continuous contact list, do the following:
Once the list has been generated, it will display all current list members, as well as contacts that have been excluded from list involvement.