Qualify a list

A qualification agent scores how well each person on a list matches the buyer you described. The same person can score differently on two lists that use different agents.

Add the agent

1. Open the lead list.
2. Click Create qualification agent if the list does not have one yet.
3. Save the agent. It becomes a column on the list.

Sort that column to bring the best matches to the top. Filter can limit the list to a qualification tier.

Signals that use Target list only accept a list that already has an agent. Until then the list is marked No qualification agent.