How To's

How to Create a New Contact List

134 views August 18, 2021 Aiden 1

This article is intended to guide you through how to create a New Contact List to use for your Campaign in just a few easy steps.

 

Image of the Steps to Create a New Contact List

 

Step-by-Step Guide

  1. Go to the main Contacts Page for the Account by clicking the Contacts button on the page banner
  2. Go to the Contact List page found on the Left Navigation bar of the Contacts Pages
  3. Click the Add Contact List button found above the list of Contact Lists on the Account
  4. Write a Name for your new Contact List and click the ADD button to create the new list

 

If you want to import contacts from Excel to your new Contact List then a guide for that can be found here.

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