New List can be added to the Listing page either by clicking on +New button in the upper right corner of the listing page.
Name: The Name is a mandatory field where you have to put in List name.
Description: You can enter a Description of the List and click on the Save button to save the List.
Add Related Information : You can subscribe accounts, leads, prospect, partner and contacts to the list by clicking on
button.
Action: You can select the Action drop-down menu to Edit the respective list.
Add Segment: New Segment can be added when you click on .
The General tab provides a summary of the list, including key details like the number of subscribers, who created and last modified the list, and a brief description. Below this summary, you’ll find a breakdown of the specific Accounts, Leads, and Contacts that are part of the list.
The Segments tab shows all the segments that have been created and are associated with this particular list.
Number of Leads subscribed to the list is displayed.
More data can be added from the CRM database to the existing lead list.
ConvergeHub’s Segment feature allows you to dynamically create targeted lists of contacts, leads, and accounts based on specific criteria. You can use a wide range of filters, including demographic information (like location or job title), behavioral data (such as email opens or website visits), and details from your CRM records. This enables you to send highly personalized and relevant marketing campaigns, improving engagement and increasing the effectiveness of your outreach.