Organise contact lists: split, merge, rename, delete and group
Short answer
In Contacts & Lists, then Lists, select a list and open the Tools menu to split or merge it or transfer its contacts to another user. Click Delete to delete it, and click a list name to rename it. Show Groups, also under Tools, lets you group lists, for example customers and prospects.
Everything here is done in Contacts & Lists, then Lists. Split, Merge, Transfer Contact Ownership and Show Groups are in the Tools menu.
Split a list
Select the list, open Tools and click Split. Choose a number of lists to share the contacts evenly between, or a number of contacts per list. Splitting is useful for testing two versions of a sequence or spreading volume over time.
Merge two lists
Select one list, open Tools and click Merge. Choose the other list and give the new list a name. Without a name, LeadJabber makes one from the two list names.
Rename a list
Click the list name, type the new name and press Enter.
Delete a list
Select the list, click Delete and confirm.
Transfer ownership of the contacts in a list
Select the list, open Tools and click Transfer Contact Ownership and choose the user who should own the contacts. Use this when contacts move to another salesperson.
Group lists
Groups keep lists in order, for example one group for customers and one for prospects.
- Create a group: open Tools and click Show Groups, then Create. Give it a name and description and choose whether all users or only you can see it.
- Put a list in a group: select the list, click Add to group and choose the group. To take it out, select it and click Remove from group.
- Delete a group: open Tools and click Show Groups, select the group, click Delete and confirm.
When to contact support
Contact us if a split, merge or ownership transfer does not give the result you expect. Email support@leadjabber.com with the names of the lists.
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