See more

Manually Adding Contacts to Lists

May 30, 2018 16:06
Updated

SharpSpring enables you to manually add a contact to a list. This article details how to add contacts to lists.

The following user roles can add contacts to lists:

Administrators
Company Managers
Marketing Managers
Sales Managers
Salespersons
Jr. Salespersons

Article Contents

Adding Contacts to Lists
Ready to Learn More?

Adding Contacts to Lists

To add contacts to lists, do the following:

In SharpSpring's top toolbar, click
Contacts > Contact Manager.
In the Contact Manager, locate the desired lead.
Click the lead's name.
In the Contact Record, click the Memberships tab.
Click Options > Add to List.
Click the Select List drop-down menu.
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.

Ready to Learn More?

Comments

0 comments

Article is closed for comments.

Still didn't find what you are looking for?