Customer Lists & Follow-Ups Tab
Knowledge BaseContact Lists
This card shows every contact list the customer is on. Each row shows the list name and the location it belongs to. Click the list name to open that list in a new view.
Follow-Up Lists
This card shows every follow-up list (the kind that drives outreach buckets) the customer is currently in. Click any list name to open it.
Tagged Lists
This card appears only when the customer is on at least one tagged list. Tagged lists are lists you have grouped together with a tag for easier reporting. Click any list name to open it.
Knowledge Base