How to Add a Lead to the Target List from the Leads App?

February 16, 2017 05:17am by Apptivo FAQ

Posted In: Leads
Tagged In: Target List

Answered on February 17, 2017 03:42am by Amala Littey

After creating a lead, it can be added to the Target List from the overview page. Once the added target list is launched, the lead will be included in the mass marketing campaign.

For instance: Consider, You want to send campaign emails to those leads collected newly by giving them a welcome offer note. Now, those leads can be added to the target list “Welcome Targets”.

Steps to Add Leads to the Target List

  1. Access Leads App.
  2. Select all the newly collected leads. Here, we have selected the first 50 leads to be added. Now, the "Bulk Action" button gets enabled.
    bulk action enabled
  3. Click on "Bulk Action" -> "Add to Target List".
    add to target list
  4. Now, select the “Welcome Targets” target list from the dropdown. And click on “Save”.
    select target list
  5. Now, the leads are successfully added to the selected target list.
  6. The added target list can also be viewed in the “360°⟲” tab.
    target list in 360 tab

Related Links


Add Answer

Add your answer...