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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 Contacts module.
  • Click open the list selector and scroll down to the Contacts or Smart Lists section.
  • In the row of your desired list, either click the pencil icon to rename the list or the trashcan icon to delete the list. When you select one of the Smart lists, you have an additional gear icon ⚙️. This will let you adjust the filter setting for that smart 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.
    • When deleting a smart list, the system will only remove the list but keep the profiles.

Renaming and deleting company lists

  • Go to the Companies section in the Contacts 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 the trashcan icon to delete the list. When you select one of the Smart lists, you have an additional gear icon ⚙️. This will let you adjust the filter setting for that smart 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.
    • When deleting a smart list, the system will only remove the list but keep the profiles.