Creating Rules-Based Lists with Qualified Leads

Article Contents

• All Qualified Leads

You can create lists that display all of your current qualified leads.

To create a list of qualified leads, do the following:

1. Click Lists in SharpSpring's left toolbar.
2. Create or edit a rules-based list.
3. Configure an initial or additional rule.
4. Select has the field, located under Lead.
5. Enter Lead Status from the Select field drop-down menu.
6. Enter Qualified from the select one drop-down menu.
7. Select exactly from the conditional drop-down menu.
8. Click Add Rule.
9. Select has not been sent the email, located under Email.
10. Select an initial follow-up email from the Select email drop-down menu.
11. Select All from the of the following is true drop-down menu.
12. Click Save.

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