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October 21, 2013
Question

SmartList for Whitelist

  • October 21, 2013
  • 1 reply
  • 634 views
Hi,

I have a Smart List for my Whitelist but my problem is doesnt follow the data I set from each filter. On my lead I seen a leads that was not included to the following filters. Is it possible that a Smart  list  just search a approximate match not exact match?

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1 reply

October 21, 2013
Ian you need to change the company name to "is".

That should work.

Just to add something I didn't notice till a couple of months in, you can change the filter in the top left if required.

Thanks,

Andrew