Managing lists in aACE

Creating New Lists

Navigate to CRM & Sales > Lists and click New.

Choose the type of list you want to create from the drop-down menu.

List_Type.png

 

Enter a name for your list. Note that each list must have a unique name.

List_Name.png

 

Click Save. A dialogue box will pop up asking if you are ready to activate your list; click Activate.

Adding Contacts to a List

Under the Contacts tab, click the Selector.png icon next to Name. This will bring up the contact selector.

You can search for contacts by name, title, company, list name, phone number, email, or status. Clicking on a name under the Contacts tab will move that contact to the Selected Contacts tab. Alternatively, you can choose Select All to move all of the contacts to the Selected Contacts tab.

Contact_Selector.png

 

When you are finished adding contacts, click Save. Your selected contacts will now appear on your list in aACE.

List_with_Contacts.png

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