Creating a List
1
Click 'Create List'
From the filter bar on your dashboard, click the “Create List” button.
2
Name Your List
Enter a descriptive name for your list (e.g., “Hot Leads Q1”, “Follow Up Next Week”).
Adding Signals to a List
There are two ways to add signals to a list:- Bulk Add: Select multiple signals using the checkboxes, then click the “Add to List” button and choose the destination list.
- Individual Add: Click on a signal to open the details modal, then click the “Add to List” button and select the list.