How do I Add Leads into a Target List?

Updated on February 13, 2023 10:51PM by Admin

You can move a few qualified leads to the target list, for the sales team to look into the same. You can add leads to the target list in Apptivo Leads App in two ways:

  • Access Leads App.

You can also add bulk leads to a target list. Here are the steps to transfer leads to the target list.

Access Leads app:

  • Select the leads to be added to the target list using the check box or you can also select customers based on specific criteria by using the Advanced Search and add them to the list.
  • Here, I want to include all the leads in the target list whose Type is Decision Maker.
Leads - Adv Search
  • Once the result is up, select all the leads. And click on the Bulk Actions button and select the Add To Target List option.
Leads - Bulk Actions
  • Select Target list Name from a predefined list using the dropdown.
  • Click on the Save button to save successfully.
Leads - Save TL
  • You can view the added leads in the Targets App as shown in the image below:
Targets - Added Leads
  • Now you are all set to use this target list to announce the campaign for your business!

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