Lists
Make, share and use lists.
Lists live in the Lists section of the menu. Press New list to start one, or add businesses from a search or a record with Add to list.
On a list you can switch between a Table and a Board, filter it, give each business a stage, and press Call this list, Export or Start a campaign.
Share a list with a teammate and it appears in their menu. You'll get a notification when someone shares one with you.
Keep reading
Export a list
Read Take a list out of Adapt Leads as a CSV.
Bring your own list
Read Match a spreadsheet to the book.
Import into the CRM
Read Bring contacts and companies from another CRM.
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