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How do I add records to a list?

To add contacts to a list, you have a few options.

Open the list you wish to add contacts to. There will be two options:

  • Add New Contact, which will let you add in the information for a new contact to be added to the list.
  • Add Existing Contact, which will open a sidebar where you can search for an existing contact to be added to the list.

You can also choose to upload a file of contacts and choose to add them to an existing list.

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