Simpler way to create calling lists
The somewhat hidden checkbox, that previously used to exclude companies you’ve already been in contact with, is now removed. Yes, we’re talking about this one:
Instead we’ve put more emphasis on the company relation field. So if you only want companies that you haven’t been in contact with before, simply check the option “No relation” in the “Relation” filter:
This ties neatly into the workflow which sets the company relation when different actions are taken in Lime Go. For instance, the company relation is updated to “working on it” when you create a deal tied to that company. Learn more about on how the relation field work in our FAQ.