Adding Records to a List

Now that you have created your list you can begin to add records. Lists are a great way to save and organize contacts and companies of interest. There are various methods of adding records to a list. 

Adding contacts to a list from the search page: 
1. After completing a search, select the contact(s) you would like to add to the list, and click the list icon above your search results. 

2. Select the list you would like to add the contact(s) to, and click 'Add'.

Adding a contact to a list from Contact Details:

1. After completing a search, click on the row of the contact to expand the 'Contact Detail' window. 

2. Click 'Add contact to' to open the dropdown menu.

3. Select 'Add to list'.

4. Select the list you would like to add the contact to, and click 'Add'.

For information on how to add contacts to a list via the Chrome extension, click here.