📌 Example:
We have List1 (origin list) and want to move certain leads to List2 (the destination list).
1️⃣ Select the Leads from List1 🔍
Go to Lists > List1
Identify the leads you want to move:
Manual selection: Click on the leads individually.
Using filters: Use the available filters
2️⃣ Move the Leads from List1 to List2
With leads selected, click on Change list
Choose one of these options:
🆕 Create a new list: Enter the name "List2" and confirm.
📂 Add to an existing list: Select the list where you want to add the leads from the dropdown menu.
🚨 From CHANGE LIST 👀 Here you can see the lists where the selected leads are currently included, marked with ☑️.
From this point 👇🏼
3️⃣ OPTIONS ⭐️
To remove Leads from a list:
Uncheck the ☑️ box next to the list where you no longer want the leads to appear. (They will disappear from List1 and remain in List2.)
To keep Leads in both lists:
Leave both ✅ boxes checked for both lists. (The leads will remain in both List1 and List2.)