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  1. Upsales Help Centre
  2. Marketing
  3. FAQ: Marketing

How do I include/exclude assigned leads?

To exclude companies who already have a lead assigned in a segment:

  1. Under Exclude contacts, click Companies:

    excluded.jpg

  2. Click Activities:

    activities.jpg

  3. Click More options:

    more.jpg

  4. Select Open. Open activities are the same as having a user assigned:

    open.jpg
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  • How do I include/exclude assigned leads?
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