Adenzo focuses on simple tools for the sales development function of the business, which can be overlooked in a more complex, full-featured CRM. One of these tools is a contact list. A contact list is just what it implies… a list of contacts. You can create different contact lists for different purposes and populate the lists in a way that helps you best.

Before you can add contacts to a list, you must create the list.

Creating Contact Lists

You may want to create special lists to place any new contacts (for example, a Raw Contacts list) or a list for certain types of contacts (for example, leads from a co-worker).

To create a contact list:

  1. In the left navigation bar, click Contact Lists.
  2. On the Contact Lists page, click + New List.
     
    List dialog
  3. In the List dialog, type a unique name for this list in the List Name box.
  4. If you wish, add a comment (such as an explanation or keywords) in the Description box to further identify this list.
  5. If necessary, select an existing group for this list. (Unless you specify a different group, each new list is considered a list in the Default group.)
  6. In the Contacts In This List Are list, specify what types of contacts you will add to this list: Prospects, Leads, or Customers.
  7. Click Save.

If you have an existing contact list, you can duplicate it to create a new list. The new list has the same name as the original except with “(duplicated)” added. Its details are the same, but it does not have any contacts associated with it.

To duplicate an existing contact list:

  1. In the left navigation bar, click Contact Lists.
  2. Scroll to the group with the list in it.
  3. In the row for that contact list, on the right, click the Duplicate button, Duplicate button.

Duplicated Contact List

Viewing Contact Lists

Once a contact list exists, you can add individual contacts to it. There are multiple ways to add contacts to a list. You can add individuals manually (Adding and Adjusting Individual Contacts), but you can also use the Adenzo Google extension to add contacts from LinkedIn. For information about using the extension, see Adding Contacts from LinkedIn or Adding Contacts with a Google Search. You can also import contacts into any list. For information see Importing Contacts. Once you add contacts to a list, you may want to view those contacts.

To view the contents of a contact list:

  1. In the left navigation bar, click Contact Lists.
  2. Scroll to the group with the list in it.
  3. On the right side of the row for the list, click the View Contacts button, View_ListBtn.

Editing Contact Lists

You can adjust the options that you set originally for a contact list.
To edit a contact list:

  1. In the left navigation bar, click Contact Lists.
  2. Scroll to the group with the list in it.
  3. On the right side of the row for the list, click the Edit button, Edit List button.
  4. In the List dialog, adjust the List Name, Description, Group, or the contact type. (See Creating Contact Lists given previously for details.)
  5. Click Save.

Deleting Contact Lists

You can only delete contact lists that you specifically created and that have a Delete button, Delete List button, available.

To delete a contact list:

  1. In the left navigation bar, click Contact Lists.
  2. Scroll to the group with the list in it.
  3. On the right side of the row for the list, click the Delete button, Delete List button.
    Alternatively, to delete multiple lists, click the checkbox, if available, next to each contact list’s name and then click the Delete button at the top of the list.
  4. When asked to confirm the deletion, click OK.

Sorting Contact Lists

You can sort the lists on the page if you wish.

To sort your contact lists:

  1. At the top of the Contact Lists page, specify the sort order in the Sort by list: Custom Order, Name, or Date Created.
  2. Then, specify the Group for sorting. (By default, Adenzo sorts All groups. If you select a specific group, Adenzo only shows and sorts the lists in that group.
You can also re-order the lists by dragging a row to a different location on the page.

Moving Contacts to Another List

You may gather contacts from different sources into a default list of some type and then move specific contacts to other lists that you’ve set up.

To move contacts from a list to another list:

  1. In the left navigation bar, click Contact Lists.
  2. Scroll through the groups until you see the list with the contacts available in it.
  3. On the right side of the row for the list, click the View Contacts button, View Contacts button.
     
    Move contacts to list
  4. On the Contact List page, at the top of the page immediately above the list of contacts in the With area, to move all contacts in the list, specify All.
    If you don’t want to move all contacts, specify Selected, and then select the check box next to each name.
  5. In the Move list, select Move to List.
  6. In the next list, specify which list should receive the contacts from this list.
  7. Click Go.