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Creating Rules-Based Lists with Qualified Leads

Article: 000050486

Updated: November 6, 2025

Learn how to create a list that includes all qualified leads for whom an initial follow-up email has not been sent

Using list management to segment your leads strategically improves your ability to market to those groups effectively. By dynamically adding or removing leads from specific mailing lists, you can enhance your ability to deliver a more engaging message. Consider a list that shows all qualified leads where an initial follow-up email has not been sent.

This article will provide information on creating rules-based lists with qualified leads.

Article Contents

All Qualified Leads

Users:

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

All Qualified Leads

You can create lists that display all of your current qualified leads.

To create a list of qualified leads, 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.
Enter Lead Status from the Select field drop-down menu.
Enter Qualified from the select one drop-down menu.
Select exactly from the conditional drop-down menu.
Click Add Rule.
Select has not been sent the email, located under Email.
Select an initial follow-up email from the Select email drop-down menu.
Click Save.