Lead lists help you bucket opportunities that align with your strategic goals. Once a lead list is created, saved search results can be assigned to it, and opportunities will flow through your pipeline in real time.
Steps to Create a Lead List:
- Navigate to Pipeline at the top of your screen, select Saved Searched & Lead Lists.
- Click on the Lead List tab.
- Click on the tab that says Add Lead List.
- Choose Lead List Type
- Shared - visible to others in your organization
- Private - visible only to you
- Enter a name that best describes your lead list.
- Click Save Changes to finalize the list.
- Once created, the lead list type/name CANNOT be changed. If you need a different type/name, you must create a new one.
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Set Alert Frequency
- Daily - receive alerts once a day (typically in the morning).
- Real-Time - get alerts as opportunities update.
- None - no notifications
If you want periodic updates, Daily is a good option. If you need immediate updates, Real-Time is best.
For details on adding opportunities to you lead list, check out How to Add Opportunities to Lead Lists
Need Help?
If you have questions or need assistance, please contact our support team at support@federalcompass.com.