Requirement: How can we achieve importing series of leads into leadSquared and add particular leads into different existing static list.
Solution/ Workaround:
- Before importing the leads into leadSquared, user can keep a column called ‘List name’ in the CSV file. Having done that, import leads and filter the leads by applying a advanced search filter and add them into the desired list.
- Create a automation when lead is created and add relevant lead into desired list.
