Funnel Guide for Lists & Tags

Table of Contents:

Create Custom Lists: Recruiting Guide

Create Custom Lists:

How Recruiting Workspace users build a saved, reusable list of Contacts by applying filter criteria such as State, Status, or Tags.
 

Purpose:

Lists allow a user to organize and segment Contacts into defined groups. Instead of scrolling through every Contact, a user can build a Custom List using specific filter criteria so the same segment can be revisited at any time. This guide walks through choosing filters, applying and saving them, and managing the resulting list.

Before You Begin:

Custom Lists in the Recruiting Workspace can be filtered using the following criteria.

STEP 1   Click Add Filter

Click 'Add Filter' to begin building a Custom List.

STEP 2   Choose Filter Criteria

Select a filter from the list, for example State or Status.

The filter criteria list.

STEP 3   Enter Criteria Selection

Each Criteria Filter allows for specific values to choose from. For example, State allows the user to select any number of states to include as the criteria selection.

STEP 4   Apply Filter

Click Apply Filter to view the list of Contacts that match the criteria selected.

Applying a State filter before saving it as a Custom List.
 

* Alternatively, check Exclude all applied filters to view every Contact the criteria does not apply to.

STEP 5   Save Filter

Save the applied filter to reuse it as a Custom List.

STEP 6   Enter Filter Name

Choose a name for the filtered list.

Naming the Custom List before saving.

STEP 7   Locate the Saved List

The saved filter appears under the Custom Filters dropdown on the dashboard. Each list carries two actions:

•  Start a dial session for the list.
•  View the Contacts in the list.

A saved Custom List, with dial and view actions available.

STEP 8   Remove a Custom Filter

Hover over the name of the filter to remove. A red x appears; click it to remove the list.

Hovering over a Custom List reveals the remove (x) control.

Quick Recap: Create Custom Lists: Recruiting Guide

• Custom Lists are built from filter criteria such as State, Status, Tags, or Recruit Age.
• Add a filter, choose its criteria, then apply it to preview matching Contacts.
• Save the filter with a clear name so it is easy to identify later.
• Saved lists appear under Custom Filters, each with dial and view actions.
• Remove a list at any time from the hover x control.

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Create Custom Lists: Sales Guide

Create Custom Lists:

How Sales Workspace users build a saved, reusable list of Contacts by applying filter criteria such as Lead Status, Lead Type, or Tags.
 

Purpose:

Lists allow a user to organize and segment Contacts into defined groups. Instead of scrolling through every Contact, a user can build a Custom List using specific filter criteria so the same segment can be revisited at any time. This guide walks through choosing filters, applying and saving them, and managing the resulting list.

Before You Begin:

Custom Lists in the Sales Workspace can be filtered using the following criteria.

STEP 1   Click Add Filter

Click Add Filter to begin building a Custom List.

STEP 2   Choose Filter Criteria

Select a filter from the list, for example State or Lead Status.

The filter criteria list.

STEP 3   Enter Criteria Selection

Each Criteria Filter allows for specific values to choose from. For example, State allows the user to select any number of states to include as the criteria selection.

STEP 4   Apply Filter

Click Apply Filter to view the list of Contacts that match the criteria selected.

Applying a State filter before saving it as a Custom List.

* Alternatively, check Exclude all applied filters to view every Contact the criteria does not apply to.

STEP 5   Save Filter

Save the applied filter to reuse it as a Custom List.

STEP 6   Enter Filter Name

Choose a name for the filtered list.

Naming the Custom List before saving.

STEP 7   Locate the Saved List

The saved filter appears under the Custom Filters dropdown on the dashboard. Each list carries two actions:

•  Start a dial session for the list.
•  View the Contacts in the list.

A saved Custom List, with dial and view actions available.

STEP 8   Remove a Custom Filter

Hover over the name of the filter to remove. A red x appears; click it to remove the list.

Hovering over a Custom List reveals the remove (x) control.

Quick Recap: Create Custom Lists: Sales Guide

• Custom Lists are built from filter criteria such as Lead Status, Lead Type, Tags, or Lead Age.
• Add a filter, choose its criteria, then apply it to preview matching Contacts.
• Save the filter with a clear name so it is easy to identify later.
• Saved lists appear under Custom Filters, each with dial and view actions.
• Remove a list at any time from the hover x control.

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Lists: Recruiting Workspace Guide

Lists: Recruiting Workspace:

How Recruiting Workspace users find the system-defined and custom lists that segment recruiting Contacts, and what each list contains.

Purpose:

Lists allow a user to organize and segment Contacts into defined groups. This guide describes the system Recruiting Lists available by default, how their List Actions work, and where Custom Filters fit alongside them.

List Actions:

Each list carries a set of actions available directly from the list view.

Start a dial session for the list.	The dial action icon shown on each list.
View the Contacts in the list.	The view Contacts action icon shown on each list.

Recruiting Lists:

Recruiting Lists are system-defined and update automatically as a Contact's Status changes.

The Recruiting Lists menu.

Custom Filters:

Custom lists filtered by user-defined criteria. See the Create Custom Lists: Recruiting guide to learn how to create a filtered list of Contacts.

The Custom Filters dropdown on the dashboard.

Quick Recap: Lists: Recruiting Workspace Guide

• Recruiting Lists are system-defined and shift automatically as a Contact's Status changes.
• Every list supports two actions: start a dial session or view its Contacts.
• Custom Filters extend Lists with user-defined criteria, saved for reuse under Custom Filters.

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Lists: Sales Workspace Guide

Lists: Sales Workspace:

How Sales Workspace users find the system-defined and custom lists that segment leads and clients for targeted outreach, and what each list contains.

Purpose:

Lists allow a user to organize and segment Contacts into defined groups for targeted outreach. This guide describes the system Sales Lists available by default, how their List Actions work, and where Custom Filters and System Filters fit alongside them.

List Actions:

Each list carries a set of actions available directly from the list view.

Start a dial session for the list.	The dial action icon shown on each list.
View the Contacts in the list.	The view Contacts action icon shown on each list.

My Lists:

My Lists group leads by source and age, so newer and time-sensitive leads surface first.

The My Lists menu.
 

Additional My Lists track a Contact's progress once engaged.

The Actively Engaged, Policy Pending, Policy Lost, and Client lists.
 

Custom Filters:

Custom lists filtered by user-defined criteria. See the Create Custom Lists: Sales guide to learn how to create a filtered list of Contacts.

The Custom Filters dropdown on the dashboard.

The System Filters dropdown on the dashboard.

Quick Recap: Lists: Sales Workspace Guide

• My Lists group leads by source, age, and engagement stage, from Digital 8 Day through Client.
• Every list supports two actions: start a dial session or view its Contacts.
• Custom Filters extend Lists with user-defined criteria; System Filters group Contacts by assigned date.

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Tags Guide:

Tags:

How users apply, create, and manage Tags, lightweight labels that capture an attribute, behavior, or event on a Contact without changing their pipeline stage.

Purpose:

A tag is a lightweight, flexible label applied to a Contact to capture an attribute, behavior, or event without altering their pipeline stage. Tags are additive and non-exclusive, a Contact can carry many tags simultaneously. Tags describe who a Contact is or what they have done, not where they are in a journey. This guide covers applying, creating, and managing tags.

STEP 1   Apply a Tag from the Dashboard

Select the box beside a lead, or any number of leads, and click the Tag button.

Selecting Contacts on the Dashboard before opening the Tag button.

The Tag button, available once one or more Contacts are selected.

STEP 2   Choose the Tag

Choose the preferred Tag to apply it to the Contact(s) selected.

Choosing a Tag to apply to the selected Contacts.

STEP 3   Apply a Tag from the Lead Card

Select the Tags dropdown and choose the desired tag.

The Tags dropdown on a Lead Card.

STEP 4   Add a New Tag

Click Add New Tag. Enter the preferred name of the new tag. Click Save.

Creating a new Tag from the Add New Tag control.

STEP 5   Manage Tags

Click on the profile image in the top-right corner of your account. Select Profile. From there, users can search, delete, or merge tags.

The Profile menu, where tag management is available.

Managing Tags: search, delete, or merge existing tags.

Quick Recap: Tags Guide

• Tags describe who a Contact is or what they have done; they never change pipeline stage.
• Apply a Tag from the Dashboard (select Contacts, click Tag) or from a Lead Card (Tags dropdown).
• New Tags are created on the fly with Add New Tag.
• Manage existing Tags, including search, delete, and merge, from Profile.
• Use the Create Custom Lists guides to filter Contacts by Tag.

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