Contacts

How to Create a New List in Firstsales.io

9min

Overview

This guide explains how to create and manage contact lists in Firstsales.io. Lists help you organize your contacts into specific groups for better management and targeted campaigns.

Creating a New List

Step 1: Access Lists Section

  1. Log into your Firstsales.io account
  2. Click on "List" in the top navigation menu
  3. You'll see your existing lists (if any) displayed in a table format

Step 2: Initiate List Creation

  1. Click the orange "Create List" button in the top right corner
  2. A "Create New List" popup window will appear

Step 3: Enter List Details

  1. In the popup window:
    • Enter a List Name in the text field
    • Note: List names must be at least 4 characters long
    • If you enter fewer than 4 characters, you'll see a red error message

Step 4: Save Your List

  1. Click "Save changes" to create your list
    • Or click "Cancel" to abort the creation process
  2. Your new list will appear in the lists table with:
    • List Name
    • Created At timestamp (in IST format)
    • Action buttons

Step 5: List Management

After creation, you can:

  1. View list details using the eye icon
  2. Edit list settings using the pencil icon
  3. Delete the list using the trash bin icon

Important Notes

  • Lists will display the exact creation date and time
  • You can see all your lists in the main table view
  • Lists show the following information:
    • List Name
    • Created At timestamp
    • Available actions

Best Practices

  1. Use descriptive names for your lists
  2. Create separate lists for different purposes
  3. Keep list names organized and easy to identify
  4. Use a consistent naming convention

Troubleshooting

If you encounter issues:

  • Ensure list names are at least 4 characters
  • Check if the list name is unique
  • Refresh the page if the list doesn't appear immediately
  • Contact support if issues persist

For additional help, use the "Support" option in the left sidebar menu of your Firstsales.io dashboard.

Updated 01 Dec 2024
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