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Lead Lists
Updated over a week ago

Lead Lists

You can create lead lists to classify and categorize your leads. For example, if you want to create a list of foundations, you could create a lead list called "Foundation".

Then, when adding a lead to the CRM, you can then add them to this lead list. You can add as many lists as you like to a lead.

Please note that you cannot market to your lead lists until you have set up your mail server.

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