Creating a filtered list
1. Choose the Lead /Managementmanagement menu
2. Choose the Leads/ProspectsCustomers submenu
3. Click on the List management tab
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Note: Only an administrator or user can create a list.
5. Choose Create a filtered list
6. Fill in the Name field.
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9. In the section below (Create your filters for your list) choose the filters you wish to apply from the selection at your right.
11. Select the desired filter.
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17. Once done, click Save.
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