Mar 20, 2023
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You can easily communicate with a segment of your contacts by adding the to Lists/Committees. You can add them within their record on the Overview tab or in the Lists/Committees module.
Add Business to List/Committee from Contact Record
- On the contact's Overview tab click the in the Lists/Committees section.
- On the Lists/Committees screen, tick mark the group(s) to which you wish to add the business.
- Click Done.