Contact: Add Sales List

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To add a contact person to a users' contact list in ROL:

  • Click on the Contact's name from the list of Contacts on the Company: Contacts screen
  • Click the button + Add Sales List on the right-hand side to add the Contact person to your 'Contact List'
    • Your username will now appear on the main screen of the Company record, as 'Contacts Currently Marketing To:', Contact's name, Username, and Next Contact Date (see Company: Main).

Add list.png

The default settings will automatically be applied to your contact list entry:

  • Next Contact & Next Visit date will default to the day after today (today's date + 1 day)
  • The Contact Rate Cycle will default to 3 weeks