{"id":5843,"date":"2021-12-13T10:25:44","date_gmt":"2021-12-13T10:25:44","guid":{"rendered":"https:\/\/helptest.mainbrainer.com\/knowledge-base\/how-to-create-a-new-crm-contact-list\/"},"modified":"2022-06-14T07:53:01","modified_gmt":"2022-06-14T07:53:01","slug":"how-to-create-a-new-crm-contact-list","status":"publish","type":"ht_kb","link":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/crm\/manage\/create-contact-list\/","title":{"rendered":"How to Create a New CRM Contact List"},"content":{"rendered":"<div class=\"aricle_container\">\n<h2>Step 1<\/h2>\n<h2><strong>Navigate to the CRM<\/strong><\/h2>\n<p>Use the <strong>Main Menu<\/strong> on the left to expand the <strong>Contacts<\/strong> menu and click <strong>CRM Contacts<\/strong>.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3276 size-full\" title=\"CRM contact start menu\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/crm-contact-start-menu.png\" alt=\"CRM list, contacts menu. CRM contacts highlighted\" width=\"488\" height=\"634\"><\/p>\n<div style=\"padding: 24px 0;\"><\/div>\n<h2>Step 2<\/h2>\n<h2>Create a new List<\/h2>\n<p>The subsequent page displays all the contacts lists created to date in your MainBrainer account. Click the <strong>Create List<\/strong> button to create a new contact list <em>(as highlighted in the screenshot below)<\/em>.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1541\" title=\"CRM create new list\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/create-new-crm-list.png\" alt=\"CRM list, list overview. Create list button highlighted\" width=\"640\"><\/p>\n<div style=\"padding: 24px 0;\"><\/div>\n<h2>Step 3<\/h2>\n<h2>Name your CRM list<\/h2>\n<p>Give your contact list a relevant name and description.<\/p>\n<ul style=\"list-style-type: circle;\">\n<li><strong>Name:<\/strong> Use this field to name the list as you deem appropriate.<\/li>\n<li><strong>Description:<\/strong> Use this field to add a relevant description for this contact list. This description is purely for your reference and to help you search for and identify this list later.<\/li>\n<\/ul>\n<p>Once you have entered the above details, click <strong>Continue&nbsp;<\/strong><em>(as highlighted in the screenshot <em style=\"box-sizing: border-box; font-family: elevio-noto-sans, Helvetica, Arial, sans-serif; text-rendering: optimizelegibility; -webkit-font-smoothing: antialiased; text-size-adjust: 100%; font-style: italic; color: rgba(0, 0, 0, 0.8); font-size: 16px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\">below<\/em>).<\/em><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1542\" title=\"CRM list name and description\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/crm-list-name-description.png\" alt=\"CRM list, create list options. Create name and description. Continue button highlighted.\" width=\"640\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>Next, you will be prompted to<a href=\"\/hc\/en_GB\/popular\/how-to-import-contacts\/\" target=\"_blank\" rel=\"noopener noreferrer\">&nbsp;add contacts to the newly created list by uploading a CSV file<\/a>.<\/p>\n<blockquote class=\"elevio-box-info\"><p><strong>Note:<\/strong> You can <a href=\"\/hc\/en_GB\/crm\/manage\/import-existing-list\/\" target=\"_blank\" rel=\"noopener noreferrer\">import contacts into the newly created list<\/a> immediately or later as per your convenience. As soon as you click the <strong>Continue<\/strong> button as explained in this step 3, the list will be created and displayed on the <strong>CRM Contacts<\/strong> page.<\/p><\/blockquote>\n<\/div>\n<style>\n  .aricle_container p,.aricle_container li{color: rgba(0,0,0,.8)!important}<br \/>\n  .aricle_container span{color:#0070ba!important}<br \/>\n  .aricle_container li,.aricle_container blockquote{font-size:18px!important;font-weight: 400;}<br \/>\n  .aricle_container a{font-size:18px!important;color: #0070BA!important; text-decoration:none!important;background-image:none!important}<br \/>\n<\/style>\n","protected":false},"excerpt":{"rendered":"<p>A Contact list is quite simply a group of contacts. This article outlines the procedure to create a new CRM list.<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"open","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[358],"ht-kb-tag":[],"class_list":["post-5843","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-manage-your-crm-crm-customer-data-platform-nb_no-en_gb"],"_links":{"self":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/5843","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/comments?post=5843"}],"version-history":[{"count":6,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/5843\/revisions"}],"predecessor-version":[{"id":10484,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/5843\/revisions\/10484"}],"wp:attachment":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/media?parent=5843"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb-category?post=5843"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb-tag?post=5843"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}