A list works like a to-do list for working new customers or managing existing customer relationships.
❔ How does it work?
You can customize the outcome names in your lists to fit your business, for example changing To be contacted to Call customer. You can also add or remove outcomes.
A list is limited to 1,000 companies. We recommend creating more lists with fewer companies – between 50 and 100 per list – to give each salesperson a better overview and more useful results.