Search for leads using custom fields

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Custom fields can be a great searching tool for you to group your leads under a certain criteria in order to reach out for them using a smartlist.

Searching for a lead using a custom field

  • You should have created a custom field with the criteria that is relevant to leads.
  • Go ahead and create a smartlist by specifying the custom field. It will show you all the leads with this criteria.
  • You can create a smartlist using multiple queries to narrow your search and make sure you are targeting the right category of leads.
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