Add a Contact to a Contact List

You can easily add any Contact such as a lead an an object to a Contact-based List. (Learn more about List types.) You can add the the Contact as a List object from the Grid view, from the Contact profile page, or from the Contact Gallery.

Note: You can also add an object to an Account-based List.

Add a Contact to a List from the Grid view

  1. Open the List to which you want to add an object.
  2. Click Add [list object] in the upper-right corner.
  3. On the screen that appears, enter the name of the Contact you want to add as a List object.
  4. Do one of the following:
    • If the Contact already exists—Select the Contact from the search results.
    • To create a new Contact—Click Create a new contact [name]. Enter the Contact name, email address, and phone number. Click Create.
  5. If you selected a Contact that already exists on your List, do one of the following:
    • To update an existing List object for the Contact, select it.
    • To add a new List object for the Contact, click Add a new [List object] with this contact.
  6. Click Add.

Add a Contact to a List from the Contact profile page

  1. In the upper-right corner of the screen, click to open the search field.
  2. Enter the Contact name and select the Contact from the search results. Note: Alternatively, you can browse to the Contact by clicking at the top of the screen and then clicking the Contact name.
  3. On the Contact Profile page, click Add to List.
  4. Select the Contact-based List to which you want to add the Contact.Note: If you want to add the Contact to an Account-based List, follow these steps instead.
  5. If the Contact already exists on that List, do one of the following:
    • To update an existing List object for the Contact, select it.
    • To add a new List object for the Contact, click Add a new [List object] with this contact.
  6. Click Add.
  1. Click at the top of the screen, and then select Contacts.
  2. Check the boxes to the left of the Contacts you want to add to a List.
  3. Click Add to List.Note: You can also add a single Contact to a List by clicking to the right of the Contact name and selecting Add to List.
  4. Select the Contact-based List where you want to add the Contacts.Note: If you want to add the Contact to an Account-based List, follow these steps instead.
  5. Click Add.
  6. If the Contact already exists on that List, do one of the following:
    • To update an existing List object for the Contact, select it.
    • To add a new List object for the Contact, click Add a new [List object] with this contact.
  7. Click Add.

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