Working with CRM Lists

After you create and activate a list, you can select existing contact and company records to add to it. Note: At the Selector, you can also create contact and company records by clicking the Add icon ().

This guide focuses on companies as an example, but the functionality is available in other CRM modules.

Adding Records from the Lists Module

1. Navigate from Main Menu > CRM & Sales > Lists, then select the desired list.
2. Click the appropriate tab for the types of records you want to add (e.g. companies).
   
3. Click the Search icon ().
4. In the Selector dialog, use the Quick Search bar to locate the desired record(s).
5. Move records to the Selected Companies section by clicking individual records or clicking Select All.
6. Click Save and OK.

Linking a List from the Companies, Contacts, or Campaigns Modules

You can link to a list from various CRM modules.

1. Navigate from Main Menu > CRM & Sales > Companies, then locate the desired record.
2. At the detail view, click the Lists tab.
   
3. Click the Search icon ().
4. At the selector dialog, use the Quick Search bar to locate the desired record(s).
5. Move records to the Selected Lists section by clicking individual records or clicking Select All.
6. Click Save.

Managing Records on a List from the Module List View

You can update a list with multiple company or contact records at a module list view.

1. Navigate from Main Menu > CRM & Sales > Companies.
2. At the list view, use the Quick Search bar to filter the displayed companies. 
3. Click Actions > Add Companies in Found Set to List.
   
4. In the Lists Selector, use the Quick Search bar to locate the desired list.
5. Move records to the Selected Lists section by clicking individual records or clicking Select All.
6. Click Save and OK.