How to add to or remove a contact from a targeted list

Agility allows you to organize your contacts into targeted lists, helping you manage your outreach efficiently. Whether you’re adding new contacts to the database or removing contacts you no longer need, lists make it easy to keep your contact data organized and accessible.

Step 1: Locate the Contact
Find the contact you want to add. You can do this through a fresh search, a Saved Search, or an existing Targeted List.

Step 2: Select the Contact
Check the box next to the contact’s name.

Step 3: Open the “Add to List” Window
Click the Add to List button.

Step 4: Choose or Create a List(s)

Use the Select a List dropdown to choose an existing list. If the list you need doesn’t exist yet, type the name of the new list in the field and click Create List.

Note: You can add the selected contact(s) to more than one list.

Step 5: Add the Contact
Click Add Selected Contact to List to finalize.

Step 1: Locate the Contact
Find the contact you want to add or remove. You can do this by locating them in an existing list, a Saved Search, or by running a fresh search.

Step 2: Open the Contact Profile
Click on the contact’s name to open their profile.

Step 3: Access the Lists Tool
Click the List tool on the right-hand side of the page. This will show all the lists the contact has been added to.

Step 4: Manage Lists
Click MANAGE LISTS.

Step 5: Add to a List
To add the contact to one or more lists, select the checkbox next to the desired list(s) on the left side of the pop-up window, then click UPDATE LISTS.
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OR

Step 6: Remove from a List
To remove the contact from a list, uncheck the box next to the list name in the pop-up window.

Step 1: Locate the Contact
Find the contact you want to add or remove. You can do this by locating them in an existing list, a Saved Search, or by running a fresh search.

Step 2: Select the Contact
Check the box next to the contact’s name.

Step 3: Add to a List
To add the contact to a list, click the Actions button. In the pop-up window, ensure Currently Selected Contacts is selected, and that Add to List is chosen.

Note: You can use the drop-down to locate the list you want, or type the name of the list until you find it. You can also create a new list if needed.

OR

Step 4: Remove from the Current List
To remove the contact from the current list, click the Actions button, then click Remove from List at the bottom of the page.

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