Contact Lists help you send updates to groups of contacts once and segment communications.
Step One: Select Contacts
You'll find contacts at the bottom left of the screen.
Step Two: Click the Three dots or the List button
Click the three dots next to the contact search bar.
...Or click the List button on the right column.
Step Three: Select Manage Lists
Click the Manage lists button.
Step Four: Choose Add a list
Click Add a list at the bottom of the popup window.
Step Five: Name your list and click Create contact list
This should help you get started in creating your first contact list.
The most popular lists we see created are:
Investors
Potential Investors
Team
Board
Advisors
Most of these lists will help you to communicate with investors or external stakeholders while Team can help you for internal communication purposes.
Please reach out to our team if you have any questions.