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, SharpSpring enables you to manually add a contact to a list. This article details how to add contacts to lists.
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Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | ✓ | ||||
Salespersons | ✓ | ||||
Jr. Salespersons | ✓ | ||||
Adding via the Contact Manager
You can use the Contact Manager to add contacts to lists. To add contacts to lists, do the following:
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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.
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Adding via Contact Records
You can add contacts to lists from their individual contact records. To add contacts, do the following:
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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.
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