Create a Custom List and Add a Contact in the List

Create a Custom List and Add a Contact in the List

  1. Navigate to the Custom Lists Tab.
  2. Click on Create List.
  3. Select one of the options from Contact List or Prospect List. I have chosen Contact List. 

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  1. Enter the relevant list name, to change the default name
  2. Click on the green tick, and the list will be added. 

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  1. To add contacts to the created list, select your created list
  2. Click Build List located at the top right.

  1. Now select the Contact(s)/Prospects from the populated directory.  
  2. Click on Add to List and the contacts will be added to the list.  

  1. Click on the Exit button to exit the build list module

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