The lists are the tags or labels, which you can use to organize your contacts and organizations.

Contents


Contacts vs. Organizations lists

Not to be confused – organizations lists are different from the contacts lists. Organizations lists are on the Organizations page, and contacts lists are on the Contacts page.

In Overloop you can create an unlimited number of lists for your contacts and organizations.


How to create a list

You can create a new list from the lists panel on the Contacts/Organizations page or when creating new contacts or organizations.

Create a list from the lists panel

You can create new lists and manage existing lists from the Contacts and Organizations pages. Just click the + sign in the Lists menu.

Create a list from the dropdown

You can create a new list directly from any list dropdown (i.e., when creating new contacts or organizations, or updating existing ones). Simply type the name of the list in the search field. If the list doesn't exist you'll be able to create it directly from there:


Add contacts or organizations to a list

Individually (one contact/organization)

You can add a specific contact/organization to a list from the contact's or organization's panel.

  1. Go to the Contacts or Organizations page.

  2. Click on the needed contact/organization.

  3. Click the Edit button on the Details block.

  4. Click on the List field, choose or create a list.

  5. Click the Save button.

In bulk (multiple contacts/organizations at a time)

If you want to add multiple existing contacts or organizations to a list, you just need to:

  1. Go to the Contacts or Organizations page.

  2. Select the needed contacts/organizations and click Manage contacts/organizations.

  3. Click Add to lists.

  4. Choose the existing lists or create new ones.


Remove contacts or organizations from a list

Individually (one contact/organization)

  1. Go to the Contacts or Organizations page.

  2. Click on the needed contact/organization.

  3. Click the Edit button on the Details block.

  4. Click on the List field and remove the lists.

  5. Click the Save button.

In bulk (multiple contacts/organizations at a time)

  1. Go to the Contacts or Organizations page.

  2. Select the needed contacts/organizations and click Manage contacts/organizations.

  3. Click Bulk edit.

  4. Select Lists > Remove from current value > choose the list(s) from which you what to remove contacts/organizations > Save.


Set a list as a favorite

You can add lists and segments to the Favorites menu, which is shown above your other segments and lists, to have quick access to them.

To do so, click on the actions button (three dots) > Add to Favorites.

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