Add/Remove an Individual Lead from my List
Currently, you cannot add or remove an individual lead from a list. You can only specify a general search query.
The ability to control an individual lead's presence in the list would improve my ability to maintain the list over time and keep it clean / focused on true opportunities.
39
votes
Benjamin Koh
shared this idea
1 comment
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ANDREW LAWHERN
commented
How I do this is I set a custom status for the lead. I created custom tags that align with the lead.
For example, if I talk to someone and the lead is warm, I mark the lead with the custom tag I created and then when you go back you can filter to omit or add those tags to show.