Move a CRM contact from one list to another list

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