Lists

Overview

Lists help you group contacts into reusable lists. Use them to organize VIP clients, event attendees, or newsletter audiences, and quickly filter contacts for follow-ups or campaigns.

Create a list

1. Open Contacts from the main navigation.

2. Click Lists.

3. Click New List.

4. Enter a name that describes the list.

5. Save the list.

Add contacts to a list

1. Open the list.

2. Click Manage Contacts.

3. Use Add or Remove to update membership.

4. Click Done when finished.

Remove contacts from a list

• Open the list and click Manage Contacts.

• Use Remove to take contacts out of the list.

• Removing a contact from a list does not delete the contact.

Rename a list

1. Open the list.

2. Click Edit List.

3. Update the list name.

4. Save your changes.

Delete a list

1. Open the list.

2. Scroll to the bottom.

3. Click Delete list.

4. Confirm the deletion.

Deleting a list does not delete the contacts inside it.

Use lists to filter contacts

• Open a list to view only the contacts in that list.

• Use search inside the list to narrow results.

Tips

• Use clear names like “VIP Clients” or “Event Attendees.”

• Keep lists focused so they stay useful.

• Use lists to plan targeted follow-ups.

FAQs

Can a contact belong to multiple lists? Yes. Contacts can be added to multiple lists at the same time.

Does deleting a list remove contacts? No. Deleting a list only removes the list, not the contacts.