Lists are a great way to group your contacts in ways that work best for you and your team. Use lists to group people you met at past events, identity people on your mailing lists, create weekly call lists, and more.
You can create private lists and shared lists. Private lists can only be seen by you. Shared lists can be viewed by anyone on your team. This is a great way to bring visibility to key contacts important to your organization.
Creating lists
Your lists can be found in the left column of the CRM under “Contacts”. This is also where you will see a link to “Add a list”. Clicking this will open a window where you can name the list and choose to make it private or shared with your team.
Adding contacts to lists
To the left of a contact is a checkbox. Selecting 1 or more contacts will reveal options above the table, including “Add to a list”. Clicking a list will add those contacts to the list.
From this dropdown, you can also create a list if the contacts you have selected don’t relate to an existing list. After creating the list, the contacts you previously selected will be added to the newly created list.