All Collections
Salesflare
How can I add a contact to my "Customers" list?
How can I add a contact to my "Customers" list?

When do contacts move to the Customers list?

Jeroen Corthout avatar
Written by Jeroen Corthout
Updated over a week ago

For an existing contact to appear in your "Customers" list, simply add the contact to your selected account.

Go to "Accounts" in the navigation and select the right account.

Then click on the "Manage" button below "Contacts" to add a contact.

Once your contact has been added, it will appear in "Customers" โ€“ your shared address book, which the entire team has access to.

Did this answer your question?