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Lead Gen & CRM

> Automation

> Lists

Creating Rules-Based Lists with Current Customers

Article: 000050219

Updated: November 7, 2025

By dynamically adding or removing leads for certain mailing lists, you can deliver a more captivating, customized message.

Users:

You can create a list that displays all current customers.

To create lists of current customers, do the following:

Click Lists in the left toolbar.
Create a new list or click Options > Change List Settings to edit an existing rules-based list.
Create an initial rule if none exist, or add an additional rule.
Select has the field, located under Lead.
Select Lead Status from the Select field drop-down menu.
Select Customer (Opp Won) from the Select one drop-down menu.
Select exactly from the conditional drop-down menu.
Click Save.

Yes

Partially

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