Manually Add a Contact to a List

Modified on: 2014-11-05 09:26:32 -0600


SharpSpring enables you to manually add a contact to a list. The following video will show you how to manually add a contact to a list in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience



Step-by-Step Guide to Add a Contact to a List in SharpSpring

Step 1: Click on "Contacts" in the top navigation bar.

Step 2: Select "Contact Manager" in the drop down menu.

Step 3: On the "Contact Manager" page, click on the name of the contact you want to add to a list.

Step 4: On the next screen, you should see the contact's name and company, followed by four tabs. Click on the "Memberships tab.


Step 6: Click on the gray "Options" button in the right corner of the page

Step 7: In the drop down menu, Select "Add to a List."


Step 8: Click on the bubble next to the list you wish to add your lead to.

Step 9: Click on the blue "Add to List" button.

You should now have a better understanding of how to manually add a contact to a list using SharpSpring. As always, if you have any questions or concerns you can send an email to partnersupport@sharpspring.com..


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