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Manually Adding Contacts to Lists

Article: 000050367
Updated: December 4, 2023

The contacts that are added to lists depend on the parameters you set. Sometimes, contacts fall through the cracks when you create a list, so to compensate, Lead Gen & CRM enables you to manually add a contact to a list.

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


Adding via the Contact Manager

You can use the Contact Manager to add contacts to lists.

To add contacts to lists, do the following:

  1. Click Contacts in the left toolbar.
  2. Click  12more.png  Options > Add to List next to the desired lead's name.

    Manually adding contacts to a list

     

  3. Click the Select List drop-down menu. If the list does not appear in the drop-down, make sure that the "Make this list available in the Contact Manager" checkbox is selected for the desired list.

    Manually adding contacts to a list

     

  4. Select the desired list.
  5. Click Save.

    Manually adding contacts to a list

     

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

You can add contacts to lists from their individual contact records.

To add contacts, do the following:

  1. Click Contacts in the left toolbar.
  2. Click on the desired lead's name.

    Adding Contact to a list

     

  3. Click  12more.png  Options > Add to List in the top right corner.

    Adding Contacts to a list

     

  4. Click the Select List drop-down menu. If the list does not appear in the drop-down, make sure that the "Make this list available in the Contact Manager" checkbox is selected for the desired list
  5. Select the desired list.
  6. Click Add to List.

    Save List

     

Note: If the contact is already a member of a list, they will not populate the selectable list in the drop-down menu.

 


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