This guide will walk you through the process of adding contacts from a company's list to your contact list and a campaign. Follow the steps below to efficiently manage and organize your contacts.

Adding Contacts to Your Contact List

Step 1: Navigate to the Leads Companies List

Go to the Leads → Companies section.

Step 2: Click on "All"

Clicking on "All" will load all the companies from the leads list.

Step 3: Select a Specific Company List

If you want to filter the companies displayed, click on "Select a List" and choose a specific company list from the dropdown menu. Alternatively, you can locate the company from which you want to extract contacts directly.

Step 4: Select a Company

Choose the company whose contacts you want to add. For example, if you are selecting "Dev Color," click on its name.

Step 5: Add Contacts to Your Contact List One by One

On the far-right side of the screen, locate the icon for adding a contact and click on it. This action will save the contact as a lead. If necessary, repeat this process for multiple contacts.

Step 6: Add Multiple Contacts at Once

If you want to add multiple contacts simultaneously:

• Click on "View All."

• This action redirects you to the contacts tab, where a filter is applied based on the company's domain, loading all available contacts.

Step 7: Select Contacts

Check the box next to each contact you want to add to your list.

Step 8: Save the Selected Contacts

Click on "Save as lead" to add the chosen contacts to an existing list.

Step 9: Add Contacts to a New List

If you prefer to create a new list for these contacts:

• Click on "Add to New List."

• Enter the new list name.

• Click "Save."

Now, all selected leads from the chosen company are saved in the new list.

Adding Contacts from a Company List to a Campaign

Step 10: Select the Specific Company

Click on the company name to open its details page.

Step 11: View Contacts Related to the Company

Under the Contacts section, you can see all the contacts associated with that company.

Step 13: Add to Campaign

On the right-hand side, you will see options to "Add to Campaign."

Step 14: Choose an Active Campaign Name

Select the contact you want to add and choose the relevant Active Campaign name from the available list.

Step 15: Select a Campaign and Step

• Choose the appropriate campaign from the list.

• Select the step within the campaign where the contact should be placed.

Step 16: Save the Contact to the Campaign

Click on "Save" to finalize the action. The contact is now added to the specified campaign.

Conclusion

By following these steps, you can efficiently add contacts from a company's leads list to your contact list and campaigns. This process helps streamline lead management and ensures that your contacts are properly categorized and engaged in relevant campaigns. If you have any further questions, refer to our support documentation or contact the help desk for assistance.