Question 1

How to create a List

Accepted Answer

To create a list, click on Audiences » Lists » New List.

Then give your List a name.

Once the List has been created, there are two options for adding contacts to the List.

You can import contacts into the List by clicking on the "Import Contacts" button inside the created List.

Through our Contacts list found in the CRM, to add contacts in this way, simply select the contacts you want, click on "Actions" and then click on "Add List".

Question 2

How to remove and add a team member

Accepted Answer

How to Remove a Team Member

Managing your team effectively is crucial for maintaining control and organization within your system. If you need to remove a team member, follow these simple steps to ensure a smooth process.

Step-by-Step Guide to Removing a Team Member

Go to Settings

Navigate to the Settings section of your account.

Access the Team Section

Click on Team to view the list of current team members.

Edit the Team Member’s Role

Select Edit Team and locate the team member you wish to remove.
Under the Role section, change their role to User.

Return to the Team Page

Click Back to Team to go back to the main team management screen.

Remove the Team Member

Find the team member in the list.
Click on the Remove button located in the same row as the team member’s name.

By following these steps, you will successfully remove the team member from your system. If you encounter any issues, check your permissions or contact your system administrator for further assistance.

How to Add a Team Member

Step-by-Step Guide to Adding a Team Member

Go to Settings

In the sidebar, click on Settings, then select Team.

Invite a Team Member

Click on Invite Members to start the process.

Choose an Invitation Method

You can invite a membe

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