|SharpSpring allows you to save multiple leads to individual lists. Rules-based lists will automatically set leads as members of those lists when they meet specific preset criteria.
This article provides an overview on the options available with lists.
Creating Rules-Based Lists
Creating Custom Field Rules-Based Lists
You can create rules-based lists that operate on logic from custom fields.
To create a custom list, do the following:
Adding Additional Rules
Rules-based lists can have several rules.
To add additional rules to rules-based lists, do the following:
Adding Rule Groups
Individual rules can be placed together in rule groups.
To add rule groups to lists, do the following:
Configuring Rule Logic
You can configure how rules work together in lists by using basic logic operators. Lists can be set to operate if a single rule is true, if a collection of different rules are true, or if all rules are true. This logic can be applied to individual rules or across entire rule groups.
To configure rule logic in rules-based lists, do the following:
Additional List Features
|There are other features and options available to lists. Refer to the following articles for more information on options available to rules-based lists:|