Managing Contacts and Lists in a Form-Based Interface

This guide will walk you through the process of managing contacts and lists using a form-based interface.

Accessing the Dashboard

• Click on the dashboard icon in the navigation bar.

• Select "Audience" from the navigation bar.

• Choose "Contacts" from the drop-down menu under "Audience".

Editing a Contact

• Click on the three-dot menu next to a contact's name.

• Select "Edit" from the drop-down menu.

• In the form, click on the list drop-down to view available lists.

• Select "Free E-book Leads" from the drop-down list.

• Choose "All Webinar Leads" from the list options.

• Ensure "All Webinar Leads" is added to the selected lists.

• Click the drop-down arrow in the tag section to view available tags.

• In the form, select the "Goal, Others" tag.

• In the form, select the "Goal, Relationships" tag.

• In the form, select the "Goal, Learning" tag.

• In the form, click on "Add" under custom fields.

• In the form, click the "Save" button.

Creating a New Contact

• Click on the "Create Contact" button in the navigation bar.

• Enter the first name in the first name field in the form.

• Enter the email address in the email field in the form.

• Enter the company name in the company field in the form.

• Select an option from the list drop-down in the form.

• In the form, select "Cheat Sheet Leads" from the list options.

• Confirm "Cheat Sheet Leads" is selected in the list field.

• In the form, open the drop-down to select from available tags.

• Choose "Goal, Productivity" from the tag options.

• In the form, select the "Goal, Health" tag from the drop-down menu.

• In the form, click on "Add" next to the custom field section.

• In the form, click on the "Create" button to finalize the entry.

Locating a Contact

• In the contacts list, locate and highlight the email testplusoneattest.com.