Why It's Important?

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:

  1. Segment your pipeline based on what’s relevant to you. 
  2. Prioritize your Lists based on Sales Navigator Spotlights.
  3. Take notes about your lead or account directly within a List.

How to Create a Custom 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.