Create List

The List feature organizes and stores contacts that are purchased by agents using their assigned credits. It is designed to maintain clarity and segregation between contacts based on roles and groups.

Admin View

Once You click on the “List” on the left panel it will show “My” and “Team” tab Admin/Manager can create a new list by clicking on the New List button with the + icon. Then simply need to provide a name for the list, and it will be ready for use.

“My” tab: Admins have a dedicated My Contacts tab where all contacts saved by the admin are stored separately. Contacts from all lists created by the admin are automatically added to the All Contacts list, which serves as the default list for aggregating all contacts.

“Team” Tab: Adjacent to the "My Contacts" tab is the Team Tab, where a list of all managers is displayed, along with their respective contacts.

In the team tab - Contacts from all managers and agents across every group are automatically added to the Team Contacts list. This is the default list where all contacts are aggregated. Other rows in this section include lists created by managers of different groups.

Note: Managers can create lists for their respective groups. Agents in the group can add their purchased contacts or leads to these lists. Agents can only add contacts to the lists created by their managers and cannot create or modify the lists themselves.

List Features and Options

Search for Lists: Users can quickly locate a specific list by entering its name or relevant keywords into the search bar.

Filter Lists: The filter option allows users to narrow down lists based on the following:

• Active Lists: Displays currently active lists.
• Archived Lists: Shows lists that have been archived.
• All Lists: Displays all lists, both active and archived.

The following columns are displayed in the list section:

• List Name: The name of the list.
• Count: The number of contacts in the list.
• Created By: Indicates the manager who created the list.
• Created Date: The date the list was created.
• Last Update: The date the list was last modified.
• Action:
  1. Rename: Modify the list name
  2. Archive: Move the list to the archived section
  3. Delete: Permanently remove the list
  4. Export to CSV: Download the list in CSV format for further use.

Note: Only the manager or admin who created a specific list can edit, delete, or archive it. If a list is created by a manager, the admin will only see the option to export it as a CSV; the options to edit, delete, or archive will not be available. However, when the admin accesses a list they created, all four options—edit, delete, archive, and export—will be visible. As image below-

Manage List

Once you click on any list, it displays the contacts saved within that particular list. As shown in the image below, the interface includes two primary options:

• Search Bar: Allows you to search for any contact.
• Filter: Enables filtering contacts based on tags.

The table below shows the following columns for the list:

• Full Name: Displays the complete name of the contact.
• Details: Contains additional information or specific details about the contact.
• Company: Shows the name of the company the contact is associated with.
• Title: Reflects the job title or position of the contact within their company.
• Headline: Provides a brief description or tagline associated with the contact, such as a professional headline.
• Purchased By: Indicates the name of the individual that purchased or added this contact to the list.
• Tags: Displays any predefined tags assigned to the contact, which help in categorization or filtering.
• Date: Records the date when the contact was added to the list.

Note: When you select one or multiple contacts, additional options become available:

• Add Tag: Assign predefined tags to the selected contact(s). You can also create a new tag by entering the tag name in the "Add Tag" field. A suggestion will appear as Create new: ; click on it to create and apply the tag.
• Clear Tag: Remove tags from the selected contact(s).
• Duplicate: Duplicate the selected contact(s) into another list. When clicked, it prompts you to choose a predefined list where the contact(s) will be copied.
• Export: Export the selected contact(s).