Lists contain any number of different contacts. The contacts that are added to lists depend on the parameters you set.
Sometimes, contacts fall through the cracks when you create a list. To compensate, Lead Gen & CRM enables you to manually add a contact to a list.
This article details how to add contacts to lists.
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Adding via the Contact Manager
You can use the Contact Manager to add contacts to lists.
To add contacts to lists, do the following:
- Click Contacts in the left toolbar.
- Click
Options > Add to List next to the desired lead's name.
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- Click the Select List drop-down menu. If the list does not appear in the drop-down, make sure that the "Make this list available in the Contact Manager" checkbox is selected for the desired list.
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- Select the desired list.
- Click Save.
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Note: If the contact is already a member of a list, they will not populate the selectable list in the drop-down menu.
Adding via Contact Records
You can add contacts to lists from their individual contact records.
To add contacts, do the following:
- Click Contacts in the left toolbar.
- Click on the desired lead's name.
Click to enlarge.
- Click
Options > Add to List in the top right corner.
Click to enlarge.
- Click the Select List drop-down menu. If the list does not appear in the drop-down, make sure that the "Make this list available in the Contact Manager" checkbox is selected for the desired list
- Select the desired list.
- Click Add to List.
Click to enlarge.
Note: If the contact is already a member of a list, they will not populate the selectable list in the drop-down menu.