Create Contact List (Leads List)

Created by Jens Leijon, Modified on Thu, 26 Oct 2023 at 04:34 PM by Hannah Peters

To create a contact list you first go to "Contact Manager" > List



Then you press the plus sign in the right lower corner:



Give the contact list a name and a description



Then press the three dots on the right to go in and edit the contact list




Under Custom Fields you can add your own custom fields to contacts.

As default the contact have the following fields (i.e you don't need to add any of these).


First Name

Last Name

Phone

Mobile

Email

Fax

Birthdate

Company

Tags

Country

City

Street

Postal Code

Facebook

Twitter

Line

Viber

WeChat

Telegram


Under dispositions you can add List specific dispositions that will only be available when closing a interaction with a contact in this particular list. 

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