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.