Intent of the article -
Lists are useful for organizing your contacts efficiently. They can be created in two places within Salesgear -
From the Contacts section
This article explains how to create contact lists from the contact section.
Creating & adding contacts to a new list
Go to the 'Contacts' section.
Select the required contacts that you want to add to a list.
Click on the 'add to list' icon on top right.
Click on 'Create a new list'.
Enter a list name of your choice and click on the 'add' icon nearby.
The newly created list will now be available below 'select a list'.
Select the list and click on 'Add to list'.
The selected contacts will be added to the list successfully.
Adding contacts to an existing list
Go to the 'Contacts' section.
Select the required contacts that you want to add to a list.
Click on the 'add to list' icon on top right.
Select one of the available lists from the drop down and click on 'Add to list'.
The selected contacts will be added to the list successfully.
