How to Create a New List in Firstsales.io

9 min

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

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

Step 2: Initiate List Creation

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

Step 3: Enter List Details

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

Click "Save changes" to create your list
- Or click "Cancel" to abort the creation process
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:

View list details using the eye icon
Edit list settings using the pencil icon
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

Use descriptive names for your lists
Create separate lists for different purposes
Keep list names organized and easy to identify
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.