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ListsLeads

Qualification on a list

Score people on a list with a qualification agent.

Qualification on a list is a column, not a separate score you type in.

  1. Open the lead list.
  2. Click Create qualification agent if you do not have one on this list.
  3. Describe the buyer and save.

Each person gets a score from that agent. Sort the column to see the strongest matches first. The same steps are on Qualify a list.

Saved views

Save filters on a list so you can reopen them.

Account lists

Group companies you want to prospect.