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How to create a Contact List
How to create a Contact List
Yujia Zheng avatar
Written by Yujia Zheng
Updated over a week ago

To create a static list:

Step 1: In the left navigation bar, select Contacts. Then in the bottom-left corner, select Create Static List.

Step 2: Enter your desired list name, choose if you would like the list to be public or private, then click SAVE. After that, you can start adding contacts to the list.

Alternatively, you can create a new list as you add contacts to the list. Here's how to do it:

Step 1: Select the contacts you would like to add to the new list, then click the Add To List button in the selection cart.

Step 2: Then you will be prompted to select a list. Click Add Contacts to New Static List.

Step 3: Enter the list name, choose permission, and click SAVE.

To create a live list:

Step 1: In Contacts, open the filter dropdown.

Step 2: Choose the desired filters, and click on Save as Live List.

Step 3: Enter the list name and choose the permission, then click SAVE.

In the future, when there is a new contact that has the tag "collector" and is located in New York, the contact will be automatically added to the live list.

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