Add or Remove Contacts/Companies from Lists

To add contacts (or companies) to a marketing list, follow these steps:

First, filter the grid to find your selected contacts. If you want to use advanced filters, you can.

Select the contacts (or companies) you wish to add to your list by using the individual selector or the select all button (note that the select all button only selects visible records, be sure to scroll and reveal the entire grid before selecting all).

Once selected, press the Add to List button in the smaller action bar above the grid.

A popup box will then reveal the list selector. As you select lists to add the contact/company to, they will appear under the Current Lists heading. Any available lists will appear below the Available Lists heading. Simply click the ‘+’ icon beside the desired available list and then hit OK.

Note: you can also use the ‘Add New List’ button to create an entirely new list and add the contacts/companies directly.

Once you’ve pressed OK, if you open the List again, you will see the selected contact will have been successfully added to the list.

To remove contacts or companies from a list you’ll follow a very similar process. Again, select the desired records from the grid. Then click the Remove from List button in the smaller action bar above the grid.

Again, a small popup box will appear with prompts to select the lists you’d like the contact/company removed from. Simply click the ‘+’ beside any lists you’d like the contact/company removed from and then hit OK.