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Read articles on creating and tracking opportunities with your team.
Creating Your Own Lists
Creating Your Own Lists Click on 'Lists' on the left side of the screen. Click the "Create List" button located in the top right-hand corner of the page. 3. Name your list and assign it a type (Bids, Agencies, & Companies) based on what opportunities you wou
Reviewing Lists Lists are used to create a list of leads, competitors, or bids that mean the most to you. You can easily distribute information to other colleagues by assigning them to a list. Types of Lists There are four types of lists; Bids, Agency (purchase orders), Company, and Contacts. A list will be created based on what types of opportunities you are searching for. lists are run on saved searches. !(https://storage.crisp.chat/users/helpdesk/websit
How to Manually Add Leads to a List
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. The following can be manually added to a list: A. Companies B. Bids To add