How to Add and Manage New Pipeline Tabs

Modified on: Tue, May 14, 2024 at 11:09 AM

On the left navigation, click Leads & Contacts > Contacts.
Under Contacts, click the pencil icon.
- A pop-up box appears.
Click + Tab. You can create up to 10 unique tabs.
Input the following:
- Tab Label - The name the tab displays to your and your users.
Click Save Tabs when finished.
At the top of the page, click Save > Save as new list.
- A pop up box appears.
Input the name of the contact list.
(Optional) check the box if this list should be the default.
Click Create List when finished.