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Create lead groups for campaigns

Save a filtered list of leads, then choose it as the audience for a campaign.

Table of Contents
  • Open Leads and filter by stage, source or owner.

  • Save it as a view.

  • Or go to Broadcasts, Lists, click Create list and set List Type to leads.

  • Pick the view or list in the campaign's Audience step.

A saved view stays up to date, while a list holds just the people you added.

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Next, read Reviews overview.