Manually Adding Contacts to Lists

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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    Options > Add to List next to the desired lead's name.
   
   

    

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.
   
   

    

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

    

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.
   
   

    

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

    

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.
   
   

    

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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