| 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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Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | ✓ | ||||
| CRM PRO | ✓ | ||||
| CRM Free | ✓ | ||||
| Toolbar: | |||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | ✓ | ||||
| Salespersons | ✓ | ||||
| Jr. Salespersons | ✓ | ||||
Adding Contacts to Lists
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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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Options > Add to List.