Changing Lists: If you change the Account list, the Contacts in that list will not move automatically.
Contacts and Lists: Contacts must be in a List and can only belong to one List at a time.
Accounts in Multiple Lists: Accounts can be part of several Lists, accommodating different employees from the same company in various Lists.
What are Lists?
Lists serve as folders organising your Contacts and Accounts. They provide details such as who created the List and when.
Columns in Lists:
Contacts: Number of Contacts in the List.
Accounts: Number of Accounts in the List.
LinkedIn: Count of LinkedIn Accounts added to Contacts/Accounts, helping to determine if profile enrichment is complete. Не работает?
Emails: Number of Contacts, whose emails got saved to the List.
Phones: Number of Contacts, whose Phone got saved to the List.
Why Use Lists?
Importance of Lists:
List are essential for using Automation, as Contacts in the CRM cannot exist without a List.
Lists are crucial for effective segmentation and personalisation.
Automation and Lists: Our Automation engine can automatically enrol Contacts in Lists, so keeping your Lists updated is essential.
Lists offer complete transparency about their creation, including who created them and when.
How to Manage Lists?
Editing and Deleting Lists:
You can rename or delete a List easily. Note: Deleting a List also removes all Contacts and Accounts in it, unless the Accounts are in another List.
Creating Lists: You can create Lists in three ways:
When importing Contacts/Accounts.
Through the Mass Action Panel in CRM.
Through Contact's Profile, while selecting a new List for the Contact.
By clicking 'Create New List' in the List tab of CRM.
List Sorting: Lists are automatically sorted by their creation date.
Opening a List: From the List page you can open the Contacts in the CRM - click on the highlighted number in the Contacts or Accounts columns. What it does: you will be redirected to the Contact output with applied filter by the selected List.
Editing and Deleting Lists: Click the three dots next to a List to edit or delete it. Remember, deleting a List also removes all its Contacts and Accounts, if they aren't in another List.
Automation and List Updates:
Updating Lists: If you have enrolled Contacts in Automation based on a List and the List gets updated, it won't affect the current Automation. If you chose to automatically enrol new Contacts who get added to the List and then updated the name of it, new Contacts will still get enrolled.
Deleting Lists: If you delete a List, the Automation for Contacts in that List will stop.
Processing Time: The deletion process is queued. The time taken depends on the number of Contacts in the List you're deleting. Usually it takes a few seconds but if there're a lot of Contacts involved, it can take up several minutes. You can track the progress of all of the queued tasks from the mass action panel (Action Queue) accessible from the top right corner of the majority of pages.
While waiting for deletion, scheduled tasks for those Contacts can be executed.
Alternatives to Creating Lists from List tab
Create a List while importing data - any type of Import
Create a new List while setting a new List in the Contact's Profile
Create a new List while setting a new List in the Contacts tab of CRM through "List" Mass Action
