Adding leads to a list in DealMachine helps you organize and manage your prospects efficiently. Here's a step-by-step guide on how to add leads already in your account to a list:
Step 1: Navigate to the Leads Tab
Log in to your DealMachine account.
Go to the Leads tab, where all your leads are displayed.
Step 2: Select the Leads to Add
Browse through your leads and select the ones you want to add to a list.
You can do this by checking the boxes next to the leads you want to include.
Step 3: Access Lead Actions
Once you've selected your leads, click on the Lead Actions button.
Scroll down or use the search bar to type "list." You will see the following options:
Create List: Create a new list and add the selected leads to it.
Add to List: Add the selected leads to an existing list.
Remove from List: Remove the selected leads from a list they were previously added to.
Step 4: Choose Your Desired Action
Select the action you want to perform:
Create List: Enter a name for the new list and confirm to add the selected leads.
Add to List: Choose from your existing lists and confirm to add the selected leads.
Remove from List: Select the list you want to remove the leads from and confirm the removal.
Step 5: Confirm Your Action
Once you've completed the steps, your leads will either be added to a new or existing list, or removed from a list as specified.
Additional Tips
Use filters in the Leads tab to narrow down the leads you want to add to a list.
Double-check your selected leads before performing any bulk actions to avoid errors.
By following these steps, you can easily manage your leads and keep your lists organized in DealMachine!