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.
In this Article:
Easily create and set default lists where all future contacts and companies will be added. You can set a default list in your in-app search section, directly by a contact in My Contacts, and in your Linked In search results as well. This section also allows you to delete any lists you may have as well.
Setting your list via In App Searching
Setting Your List When Searching on Linked In
Setting Your List by a Single Contact
Set lists directly within each contact or company record by selecting the drop down menu by the contact.
Easily Filter lists directly in your My Contacts and My Companies by clicking the filter icon by the List header title
Visit your CRM Setup page and then map those lists directly to your CRM, or export to a CSV file like the example shown below.