Creating contact lists, company lists, and smart lists
Sorting your organization’s contacts and companies into lists lets you access the profiles you need in seconds. A contact list or company list allows you to add records manually into a list, it is static and will not change. Smartlists are however dynamic: they are created based on your filtered criteria, thereofre new records might be added or removed into smartlists based on if they match your fitler criteria.
Both types of lists can be used to sort contacts in the respective list selectors in the Contact and Company sections of the CRM module. Same applies to the Membership module, where you can create lists and smartlists.
Creating Contact lists
1st Way: Create a contact list by opening the list selector in the CRM module’s contact section. Click the New Contact List link at the bottom of the menu and enter the name of your new contact list. You can then add contacts to your new list by selecting one or more contacts in the main CRM table and clicking the Add To List button at the top of the main screen.
2nd Way: Select your records from the list (left checkbox), then click Add To List button which will appear on the dropdown group actions at the top of the main screen. In the popup modal, choose the lists if you have previously created some otherwise click Create New List link. In the second popup modal, enter the name of your new list.
Tip: If you have a list of contacts in an Excel file and would like to import the contacts into the same contact list, click the down arrow that is part of the + Add Contact button and click Import Contacts. You can then select your Excel file (.xlsx) for uploading.
Tip 2: if you wish to clean your lists and delete contacts in bulk, you can create a list, import the contacts concerned into that list, and then delete the list. You will be asked if you want ot delete only the list but keep the contacts in the CRM, or to delete both lists and CRM contacts from the CRM. You can choose the ladder to have those contacts removed completely from your CRM
Creating a company list
Option 1) Create a company list by opening the list selector in the CRM module’s company section. Click the New Company List link at the bottom of the menu and enter the name of your new company list. You can then add companies to your new list by selecting one or more companies in the main CRM table and clicking the Add To List button at the top of the main screen.
Option 2) Click the Add To List button at the top of the main screen. In the popup modal, click the Create New List link. In the second popup modal, enter the name of your new list.
Creating a smart list
Click the filter icon to narrow your search results in the Contact section or Company section of the CRM. Next, click the Save As New Smart List button located just above the filter results. A popup window will appear and allow you to name your new smart list. Click Create to save. Your smart list can now be accessed in the respective section’s list selector.
Reminder: If you save a group of contacts as a smart list, the smart list will be saved in the Contacts section of the CRM module. If you save a group of companies as a smart list, the smart list will be saved in the Companies section of the CRM.
Managing smart lists
Access your smart lists by opening the section’s list selector. Scroll down to view your smart lists. Pencil icons, gear icons, and x icons are available to edit, manage, and delete smart lists as needed.
You can also click on a smart list in the list selector and adjust the search filters. Results will appear in accordance with your filter settings. Click the Save Changes button to override your old filters and save your new filters for the list your are editing.