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Creating Rules-Based Lists with Current Customers

Article: 000050219
Updated: July 16, 2024

Using list management to strategically segment your leads improves your ability to effectively market each group.

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

Article Contents

 
 
Users:
Administrators✓ 
Company Managers✓ 
Marketing Managers✓ 
Sales Managers  
Salespersons  
Jr. Salespersons  


All Current Customers

You can create a list that displays all current customers.

To create lists of current customers, do the following:

  1. Click Lists in the left toolbar.

    Customer Rule Based List

     

  2. Create or edit a rules-based list.
  3. Add an initial or additional rule.
  4. Select has the field, located under Lead.

    Has the field action.
     
  5. Select Lead Status from the Select field drop-down menu.
  6. Select Customer (Opp Won) from the Select one drop-down menu.
  7. Select exactly from the conditional drop-down menu.
  8. Click Save.

    Customer Rule Based List

     

 

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