There are multiple ways to add a Contact to a List.
- From the Contact List view page
- From the Contact Detail view page
- From the Contact Preview page
- From Gmail Chrome plugin, Contact Quick view
1. Contact List View
- You can select the contact records in the list view
- Click on the "Add to List" option where you will be prompt with saved Lists
- Select the List where you wish to add the contact to; where you can select multiple Lists
- Once selected, hit the save button
2. Contact Detailed View
- You can get to the detailed view of contact by clicking on the name under the contact list page or contact selection in the global search
- Look out for the List widget on the Page and click on the (+) Button
- Select the List where you wish to add the contact to; where you can select multiple Lists
- Once selected, hit the save button
3. Contact Preview
- You can get to a Contact's preview by clicking on the preview button which you can find after hovering over the Name
- Get to the Related tab and click on the (+) button beside the List option
- Select the List where you wish to add the contact to; where you can select multiple Lists
- Once selected, hit the save button
4. Gmail Chrome Plugin - Contact Quick View
- Under your Gmail account access the Salesmate's chrome plugin
- You can get to the quick view of a contact by clicking on the name under the contact list or contact selection in the global search under the plugin
- Click on the Related tab where you will find the List menu under it
- Click on the (+) button
- Select the List where you wish to add the contact to; where you can select multiple Lists.
- Once selected, hit the save button
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