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 

  1. In the CRM platform, click on CRM contacts on the left panel menu
  2. 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.
  3. Click on Move to a List
  4. Select a list
  5. Click Apply