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 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 ‘Energy’ and all the contacts, and their details are visible on the system.
- You can click on the Build List option to add more contacts in 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, and it 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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