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How do I create a calling list?

In the main menu to the left, click Campaigns --> +New calling list

Now you are able to set the criterias for the companies that should be included in your calling list. Click directly on a filter of your preference, make selections and then click "Use".

Another method (which is easier if you don't know what filter option to start with) is to type the name of your dream customer in the field "Base selection on company". Now Lime Go will present filters that are true for this dream company. It is now easy to adjust filters to broaden the selection of companies.

If you wish to exclude the companies that you or your colleagues has already worked with - select the filter "Relation"="No relation"

When you are ready, scroll down and name your list, assign coworkers if needed, and press "Create". 

 

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