With our latest enhancement, you can now select multiple contact types when creating a list in the Engagement Module. This allows for more precise segmentation by enabling you to filter contacts based on multiple criteria, such as Active Prospect and Lead, in a single step. Apply your desired filters, generate a refined contact list, and save it as a Live or Static List for easy access and engagement and download it laterÂ
Use Case: Users can now select multiple contact types when creating lists and save them as either Static or Live. These lists can later be downloaded as per your convenience.
To View the Enhancement:
- Navigate to the Engagement Module.
- Then, click on Lists.
- Next, choose a filter source, such as Contacts, and set the contact status to Active Prospect or Lead.
- Now, apply the desired array of filters according to your choice.
- Hit Apply.
- A detailed list will be generated based on the filters you apply.
- Once the list is created, you can download it or save it as a Live or Static List.
- You can later download the list and use it as per your convenience.
