See more

Manually Adding Contacts to Lists

August 13, 2019 16:20
Updated

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. Article Contents Adding via the Contact Manager Adding via Contact Records			Available with:
			Marketing Automation	✓
			CRM Ultimate	✓
			CRM PRO	✓
			CRM Free	✓

			Toolbar:


			Users:
			Administrators	✓
			Company Managers	✓
			Marketing Managers	✓
			Sales Managers	✓
			Salespersons	✓
			Jr. Salespersons	✓

Adding via the Contact Manager

To use the Contact Manager to add contacts to lists, do the following:

In SharpSpring's top toolbar, click
Contacts > Contact Manager.
Next to the desired lead's name, click
Options > Add to a 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.

Adding via Contact Records

To add contacts to lists from their individual contact record, do the following:

In SharpSpring's top toolbar, click
Contacts > Contact Manager.
Click the desired lead's name.
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.

Still didn't find what you are looking for?