Organize your contacts and companies
Using Lists in Seamless.ai allows you to quickly and easily organize your contacts and companies, making importing and exporting with streamlined organization a snap. Below outlines how to use our LIST features to set up and organize your companies and contacts within Seamless.ai.
- Ability to set lists for Contacts and Companies
- Global List Setup - Simple Drop down with ability to easily add and remove lists
- Streamlined list selection UI for tagging companies and contacts to Lists
- UPDATE - Lists are now able to be set directly in Linkedin (using the Chrome Extension)
Set Default Lists - Easily create/set DEFAULT LISTS where all future contacts and companies will be added
Note - This is not how you filter your existing contacts. See "filtering lists" below for that function.
Set List on single contacts/companies - Set lists directly within each contact or company record
Filter Existing Contact Lists - Easily Filter lists directly in your My Contacts and My Companies
Map Lists to CRM - And then import/map those lists directly to your CRM, or export to a CSV file
Set Lists in Social Search - You can now set lists directly in social search with the Chrome extension!