Custom Lists are a great way to organize your workflow and keep track of leads, accounts, and existing clients. With Sales Navigator custom Lists, you can:
- Segment your pipeline based on what’s relevant to you.
- Prioritize your Lists based on Sales Navigator Spotlights.
- Take notes about your lead or account directly within a List.
1. From a Lead Page or Account page, click on the Save button on the right hand side of the page.
2. When the pop-up opens, select the + Create lead list.
3. Enter a New list name and select Create and save.
Note - From your Lead lists page you can select + Create lead list on the upper right corner.