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Edit a List

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Bytimothy A
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Overview: 

Editing a list allows you to update its name, criteria, and settings to better organize and manage records within the system. This helps ensure the list remains accurate and aligned with your current data management needs.

Follow these steps to edit a list: 

Step 1: On your dashboard, click the user dropdown menu in the top-right corner.
Step 1: On your dashboard, click the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click Settings to navigate to the Settings page.

Step 2: From the dropdown menu, click Settings to navigate to the Settings page.

Step 3: You will then be taken to the Settings page. Click on Lists to continue.

Step 3: You will then be taken to the Settings page. Click on Lists to continue.

Step 4: You will be taken to the Lists section.

Step 4: You will be taken to the Lists section.

Step 5: To edit a list, select the list and click the Edit button.

Step 5: To edit a list, select the list and click the Edit button.

Step 6: You will be directed to a new screen where you can edit the list.

Step 6: You will be directed to a new screen where you can edit the list.

Step 7: You can add quick actions such as Import Contacts, Add New Contact, and Add Existing Contacts.

Step 7: You can add quick actions such as Import Contacts, Add New Contact, and Add Existing Contacts.

Step 8: You can also perform bulk actions by selecting customers. New options will appear, such as Add to New List, Move to List, or Delete.

Step 8: You can also perform bulk actions by selecting customers. New options will appear, such as Add to New List, Move to List, or Delete.

Step 9: When you have finished editing, click the Save & Exit button.

Step 9: When you have finished editing, click the Save & Exit button.

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