How to Manually Add Leads to a List

Lists give you the ability to coordinate leads with other members of your team. In this article, we will discuss how to manually add leads to a list.

Note: To add an individual lead, you must be reviewing a list that was created to "manually" add leads. To learn how to create a list, click here.

The following can be added to a list:
A. Agencies
B. Companies
C. Bids

To add one of the above to the desired list, click on the 'Lists' button towards the top right of the page.

Then, click on "Add to List".

Was this article helpful?
Thank you!