Create a Custom List
Custom List functionality enables you to group your clients based on specific criteria. For instance, you can create a "Tech CEOs" list comprising clients interested in Software companies or a "Merger" list for clients seeking business mergers. You can create multiple custom lists using the "Build List" option to use it for personalizing and sending bulk emails.
- Navigate to the Custom Lists module.
- Custom Lists created by you are visible under the Created by Me option.
- By clicking on any of the Custom Lists, you can see the contacts and their details added to the list. For example, we have clicked on ‘Connections in Pharmaceutical Industry’, and all the contacts and their details are visible on the system.
- You can click on the Build List option to add more contacts to the already created Custom List.
- A Contact can also be searched by Contact Name or Account Name by clicking on the ‘Search’ option.
- An internal user can share their Custom List with you, which will be visible under the Shared with Me option.
- A new Custom List can be created by clicking on
Create List icon.
- In case there are multiple Custom Lists, you can search the list by clicking on the Search List option.
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Create a Custom List and Add a Contact in the List
Navigate to the Custom Lists Tab. Click on Create List. Select one of the options from Contact List or Prospect List. I have chosen Contact List. Enter the relevant list name, to change the default name. Click on the green tick, and the list will be ...Add Custom List Under Contact Directory
Click on the Contacts tab. Select the contacts that need to be added to the Custom List. Click on the Custom List icon (as shown below). Note: To utilize the Custom List icon, you must check one or more checkboxes. Upon Clicking the Custom List icon, ...Add Custom List Under Prospects Directory
Click on the Prospects module. Click on the check box against prospects need to add in a custom list. Click on the Custom List button. A form Create Custom List will open, fill in the information. Click on the Save button.Manage a Contact in the Custom List
Custom List functionality enables you to group your clients based on specific criteria. For instance, you can create a "Tech CEOs" list comprising clients interested in Software companies or a "Merger" list for clients seeking business mergers. You ...Manage a Contact in the Custom List
Custom List functionality enables you to group your clients based on specific criteria. For instance, you can create a "Tech CEOs" list comprising clients interested in Software companies or a "Merger" list for clients seeking business mergers. You ...