Creating a List From the Communication Center

You can use the communication center to create a targeted follow-up list similar to how you would create a prospecting list.

Why

First of all, if you're getting positive responses and potential leads from your initial outreach - congratulations! Now it's just a matter of staying persistent.

Whenever you get a response asking for more information, we suggest keeping in touch with that lead via email, phone, and/or social media. Your leads often don't have the same urgency to stay in communication once they've received the information. Only your persistence will keep your space top of mind for them.

How

1. Make sure you know about the communication center in general so you can create your filtered list of prospects. You can view our article about it here. 
2. Once you have narrowed down the businesses that you want to create a targeted follow-up list for:
   • Select the checkbox on the upper left hand side next to "business name" to select all of the businesses you want to add to a list
   • Once you have selected that box, a drop down will appear asking how many businesses you would like to select. 
     
   • Next, you will see a gray ribbon appear letting you know how many businesses are selected. Be sure to click the yellow "save selected to list" box to save. 

• Once selected you will be asked to either add it to a prior list or create a new list. We recommend creating a new list and naming it with any filters you selected as well as identifying it as a follow up list. 

• Once saved the list will appear in your list drop down menu and from their you can create a follow-up email template and send it out in an email blast as you would when doing your initial outreach. 

Video Walkthrough