Using list management to strategically segment your leads improves your ability to effectively market to those groups. By dynamically adding or removing leads for certain mailing lists, you can increase your ability to deliver a more captivating message. Consider a list that shows all qualified leads where an initial follow-up email has not been sent. This article will provide information on creating dynamic lists with qualified leads.
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Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
CRM PRO | |||||
CRM Free | |||||
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Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
All Qualified Leads
To create a list of qualified leads, do the following:
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Editing Dynamic Lists
To modify a dynamic list, do the following:
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Even when modifying lists, leads will not be automatically removed from a dynamic list if they no longer meet the list criteria. You must rebuild the list to see how many leads fit that criteria at any given time.