Prospecting lists are the best way to manage your prospects, that is, your unqualified contacts, and to set up an efficient cold calling process.
How do you create an empty prospecting list?
Follow these steps:
Hover over Cold prospects in the top menu.
Click New prospecting list.
Click New empty list.
Enter the requested information. Only the title is mandatory.
Click New List.
How are the columns of the list set up?
noCRM creates the list with columns matching the default lead fields of your account. You can rename and edit the columns by right-clicking their name. Learn how to use your prospecting lists.
Best practice: Keep column names that match your default lead fields, for better exports and integrations.
Note: You can also create a prospecting list by importing an Excel or CSV file.