Adding contacts to a List

You can add contacts to a List by clicking the Add Records icon.

Procedure

  1. Open the List.
  2. Open the Contacts to Review page by clicking a number in the Counts column of the List Review table.

    The Contacts to Review page opens, listing the contacts of the type you selected. For example, if you clicked the number before Accepted, all contacts currently accepted in the List are included in the review page.

  3. Click Add Records.

    The Add Records window opens.

  4. In the Find Records Matching pane, enter search criteria in the different fields to specify the records you want to find.
  5. Click Search.

    Records matching your search criteria are displayed in the right pane.

  6. To add a single contact and close the screen, click the value in the left-most column for that contact (the unique identifier).

    The contact is added to the list, and the window closes.

  7. To add multiple contacts, check the boxes in those contacts' rows, then click Accept Selected.

    The list of contacts is filtered to show only those you selected.

  8. Click Accept.

    The contacts are added to the list, and the window closes.

Results

When you add contacts, they are added with the status Newly Added by Field Marketer(s). Therefore, if you are viewing the contacts with a different status, you do not see the newly added contacts in the list. To view those contacts, you must return to the List Summary, and click the number next to Newly Added by Field Marketer(s).