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How to Save a New Contact List

You can save a list after you add certain inclusion/exclusion filters and column headers. Using a saved list means you do not need to recreate the list each time you visit your contacts tab. You can easily switch between multiple saved lists at any time by using the list picker.  


  1. On the left navigation, click Leads & Contacts > Contacts
  2. Add filters and columns to your list. 
    • Click HERE to view how you can add filters. 
    • Click HERE to view how you can add and rearrange your columns. 
  3. Once satisfied, on the left side of the page, click Save > Save as a new list
    • A pop-up box appears. 
  4. Input a name for the list. 
  5. (Optional) Check the box to make this list your default. 
    • Your default list is the first list you see when navigating to your contacts page. 
  6. Click Save




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