How to create a contact list?

Directions for creating a contact list within Visible.

Contact Lists help you send updates to groups of contacts at a time and segment your communication.

To create a contact list, first open Visible. From there, click on Contacts in the bottom left of your screen. There are two ways to create a contact list from here. One is by clicking the three horizontal dots on the top of the screen. The other is by clicking the down arrow next to Lists. After clicking on either, you will want to click Manage lists then +Add a list. This will prompt you to give a name for your contact list. Then click Create contact list

See below for a step by step walk through of creating a contact list

Open Visible

 

Click on Contacts in bottom left

 

Click the 3 horizontal dots in the top right

 

...or down arrow next to Lists

 

Click Manage lists

 

Click +Add a list

 

Name your list and click Create contact list


 

This should help you get started in creating your first contact list. The initial lists we recommend to create are one for you Current investors (anyone who has written a check), one for Potential investors that you hope to get connect with or keep in the loop, and one dedicate to your Internal team for internal communication purposes.

Please reach out to our team if you have any questions!