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Tag your Businesses!


BenThomas
102 Points
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Posts: 11
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Joined: 1 year ago

Lists, there is often a hiccup to understand this feature in the platform but is one of the most effective ones. Lists can be used to organize your accounts and prospects, you can tag based on a clients’ industry, location, start date, or anything you would want to filter. They can also be used to start a drip campaign for a subset of accounts.

  • Name your Businesses based on Industry type and segregate your clients
  • Launch a drip campaign to an entire list of accounts
  • Helps to filter out the businesses when searching for them

There are two ways to add Lists,

You can also get a complete overview of Lists functionality from our Resource Center