You may move a CRM contact to a different CRM list according to your needs.
Move a CRM contact
- In the CRM platform, click on CRM contacts on the left panel menu.
- Select the contacts you would like to move, individually or in bulk. You may select them:
- Directly on your contacts list.
- Using the search bar in order to find contacts by a specific attribute like their email or their phone number.
- Click on Move to a List.
- Select a list.
- Click Apply.