Creating a List

Creating a list is a simple process for organizing contacts or tracking companies. This article will walk you through the steps to create a list. Once completed, you'll have a functional list to which you can start adding contacts or companies as needed.

To create a list, follow the steps below: 

1. Select the Lists icon from the panel on the left side of your screen. 

2. Click + 'Create list'.

3. In the pop-up window, you'll need to select the type of list you are creating, Contacts or Companies.

Please note: you cannot add companies and contacts to the same list, they must be separate. 

4. Name your list.  You can change the name of your list at any time, by reopening the list and editing. 

5. Add an optional description. 

6. Update the shared status to either private, public or with specific members of your team. All members of your organization will be notified and have access to any public list you create. 

7.) Click 'Create list' to finalize the creation of your list. 

Once created, you can begin adding records to your list. If you need to update the name, description, or shared status, click the ellipses on the right and adjust the settings. 

For information on how to add records to a list, click here.