Contact Lists

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Contact lists are groups for your contacts. You can create unlimited contacts for each list.

  • Each contact list can have their own custom fields. and orgcharts.
  • Contacts may belong to multiple lists.

Creating a Contact List

To create a new contact list click + icon at the left side My Contacts section.

Updating Contact Lists

  1. Click gear [] icon on a contact list.
  2. Make your changes.
  3. Click Save.

Delete a Contact List

  1. Click gear [] icon on a contact list.
  2. Click Delete.

Import/Export Contacts

  • To import contacts to a list click [] icon.
  • To export contacts in a list click [] icon.

OrgCharts

Each list has its own OrgChart. To view and manage list orgchart click [] icon on a list. Please see OrgChart page for more information.

Custom Fields

Each list can have their own custom fields. Please see Custom Fields page for more details.

Sharing Lists

You can share your lists with your teammates. Please see Sharing page for more information.

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