ANDREW LAWHERN

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  1. 55 votes
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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.

  2. 4 votes
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  3. 67 votes
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