Renaming and deleting contact & company lists
Lists are a great way to keep your contacts and companies organized, although effective management of your contact and company lists is critical to keeping your data organized. Follow the process below to rename and delete contact
lists:
Renaming and deleting contact lists
- Go to the Contacts section in the CRM module.
- Click open the list selector and scroll down to the Contacts Lists section.
- In the row of your desired contact list, either click the pencil icon to rename the list or trashcan icon to delete the list.
- When deleting a contact list, you will be presented with two options: you can delete the list but keep the profiles, or you can delete the list and the profiles within the list.
Renaming and deleting company lists
- Go to the Companies section in the CRM module.
- Click open the list selector and scroll down to the Company Lists section.
- In the row of your desired company list, either click the pencil icon to rename the list or trashcan icon to delete the list.
- When deleting a company list, you will be presented with two options: you can delete the list but keep the profiles, or you can delete the list and the profiles within the list.