Create marketing lists to organize contacts and make it easy to add them to campaigns. You can create different lists by uploading contact files in CSV format. A contact can be part of multiple lists. 


To create a list:

  1. Click Contact > Marketing Lists

  2. Click the button. This brings up a dialog box where you can provide your Marketing List a unique name.

  1. Click Import Contacts or Add Contacts

    You can either import/add new Contacts to a list.

  • Add Contact:  Add a single contact within the existing list. A new single contact can be added within the list by clicking on Add contact. This brings up the Add Contact overlay where you can add the contact.

  • Import Contact: You can import a list of contacts by clicking the Import contact button. This brings up the import overlay where you can import contacts into the CRM and into a specific list.

Adding exisiting contacts to lists:

1. Moving existing contacts to a list:

You can also move existing contacts to a Marketing List. Here’s one of two ways in which you can move a contact to a list

  1. From the Marketing List card on the Contact details page: Click the "Add to Lists" option on the Marketing Lists card on the contact details page. This brings up the overlay where you can search for Lists.

  • From the Edit fields section on the Contact details page: 

    From the more(three-bullet icon) option, choose the EDIT FIELDS option. This brings up the EDIT CONTACT overlay. Scroll down to the marketing list field and choose the list to which your contact needs to be added.

  • From the Marketing Lists view: 

    On the Marketing Lists view page, choose the contacts that you wish to add to the list. Click the “Move to List” button. This brings up the MOVE TO LIST dialog box.

  1. To add to an existing list, click Existing List. Click the dropdown and choose an existing list.

  2. To create a new list, click New List. Add a name to the list to create a new list.

Click Move. This adds the contacts to the list.  

2. One can finally also choose to copy Contacts to an existing list:

How to remove contacts from an existing list:


Click the icon. This brings up a dropdown where you can opt to Remove from the list.

It is not possible to delete a marketing list. You can rename existing lists and add/remove contacts as required. 


What are the common error codes and the possible fixes for lists?

- You are not authorized to perform this operation. :

This means that you don't have the access to edit a certain field or the record you're trying to import. Please make sure you are the sales owner for the records you're trying to import. If not, try contacting your admin for further access

- "Sales owner"  is a required field in the CRM. Make sure it is filled. 

There are many required fields for a module in your CRM. If you have admin access you can verify this from Admin settings > Module of your choice and check if the field is marked as required or mandatory. If that is the case you will need to enter a value in the field in your import file. Please also make sure that your input matches the type of the field.

-  Failed to add contacts to a list : 

In your CRM email id is marked as unique, since that is the only unique field it is mandatory that email id has to be filled for the contacts. Also, if a contact does not have email id sales emails marketing emails cannot be sent to contacts that's the reason why it is throwing an error when you try to add them to a list. 

- Email address already exists :  

In your CRM email id is marked as unique, since that is the only unique field it is mandatory that email id has to be filled for the contacts. If any fields are unique, it means that two records can't have the same value in that field. This is to make sure you don't import any duplicates.

- Sometimes a CSV import might error due to formatting issues :

Please try to use the following converter to convert CSV to Excel and try importing the excel now: