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Create a prospecting list and update it

By 4 June, 2021 Contacts, Follow-ups

You can easily create prospecting lists , but also update them to reuse them year after year.
Here’s how to do it in a few steps
To create a prospecting list, go to the “Contacts” tab, select “Prospecting lists”, then click on “Add a prospecting list”.

Page Prospecting lists

Name the list , then click “Save”. To add contacts, click on “Add contacts”. You can choose to Add a contact :

Page Adding a contact

… or import a contact :

Importing a contact

To proceed more quickly, use the “Contact search” tool to search for customers by city or zip code grasped :

Page Contacts search

Select clients that you want to add to an already existing list or to a new list.

Page Contacts list

Then with the drop-down menu “For selection…”, go down to the “Prospecting” section and choose the desired option .

Scrolling menu
Page Contacts list

There you go, your list is complete!

For rearrange your list easily, you just have to click and drag (“drag and drop”), on computer as on mobile devices!

Click and drag on mobile device

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