Contact lists
Organize your contacts into lists
- Category:
- CRM
- Availability:
- Basic plan
Do you need to classify your customers by category to better manage your sales operations and carry out targeted actions?
Would you like to group your contacts by profile and export their email addresses to create an emailing campaign or send your newsletter to your subscribers?
With the"contact lists"app, create groups of contacts and export their contact details app!
Sort by: contact profile, by geographical area, by profession, by newsletter subscribers... Add as many contact lists as you like and update them easily.
Optimize your sales management!
Activating theContact listsapp adds new items to your contact list page in the application.
- Amanage your contact listsmenu in the shortcut block on the "contacts" page.
- A listslink, above your contact directory, to quickly add contacts to a list or create new ones.
- Checkboxes to attach contacts to a list from your contact directory.
To create a new list, go to themanage your contact listsmenu in the shortcut block on the "contacts" page, or click on the arrow to the right of thelistslink on the contacts page.
- Click onNew list.
- Complete the form by giving your list a name of and a description, to qualify the content of the contacts present.
- Save your list
- Then click on the add/delete link to create your list or update it later.
- Tick the contacts you wish to insert, then click on theAddbutton. A"select all" box lets you attach all the contacts in your database to the list with a single click.
- Export your data by clicking on the "excel" or "csv" link, depending on the format you require.
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