Salesgear

When importing contacts from your CRM, you can add them straight to a list — no manual organizing afterward.

Go to Settings → CRM Integration.

Find the Add to List field and select one or more lists.

1. Go to Settings → CRM Integration.
2. Find the Add to List field and select one or more lists.
3. Click Save changes.

Every contact imported from your CRM going forward is added to the selected list(s) automatically.

Add CRM Imports Directly to Lists

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Add CRM Imports Directly to Lists

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