How to Create and Access a List

Creating Lists Made Simpler: A Step-by-Step Guide

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Navigation to Lists

Lists are a collection or group of companies or contacts together.
This helps to maintain similar or frequently used companies or contacts at one place which can be accessed easily to create activities.

In the lists page search enables you to search for any particular list with its name quickly.

Creating New List

Beside the download icon there is an ADD button, which helps to create a new list.

On clicking the ADD button a pop up comes over for the name of the list and the type of the list.

After giving a name and selecting the list type, the SUBMIT button should be clicked to move forward.
After clicking SUBMIT a screen will be shown like this.

Here at the right side there are filters which are applicable to the list type which was selected before between companies and contacts.

Initially all the companies or contacts are shown in the right side box without any filters.

When you start applying any filters the right side data will be updated based on the filters.

After you get all the required companies or contacts by applying filters, clicking the CREATE button creates the list with the selected filters and the data.

Along with this there is an UPLOAD button which can be seen, using which we can upload a csv file which contains required companies or contacts.
Doing this we can create a list of selected companies or contacts without filters.

Here first we can download the format of the csv file.
Then we add the required data in the csv file and can upload it here.
Then we can choose options from ADD, REPLACE and REMOVE.
ADD: this action adds the csv data to the list directly.
REPLACE: this action replaces the data from the list with the csv uploaded data.
REMOVE: this action removes the data from the list which matches the data with the csv file which is uploaded.
The REPLACE and REMOVE are mostly used when editing a list.