Manually Adding Contacts to Lists

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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Article Contents

• Adding via the Contact Manager
• Adding via Contact Records

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Contacts

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:

1. Click Contacts in the left toolbar.
2. Click    Options > Add to List next to the desired lead's name.
   
   

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3. 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.
   
   

   Click to enlarge.

4. Select the desired list.
5. Click Save.
   
   

   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.

Adding via Contact Records

You can add contacts to lists from their individual contact records.

To add contacts, do the following:

1. Click Contacts in the left toolbar.
2. Click on the desired lead's name.
   
   

   Click to enlarge.

3. Click    Options > Add to List in the top right corner.
   

   Click to enlarge.

4. 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
   
5. Select the desired list.
6. 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.