Add a Contact to the Contact List

You can add existing contacts to your contact list from the Contacts tab of the contact list editor.

  1. On the Contacts tab of a contact list, click Add > Add Existing.
    The Contact Search window opens.
  2. To search for an existing contact to add to your contact list, enter the search criteria in one or more fields.
    You can use any of the following fields to define your search criteria.
    • Contact Last Name
    • Contact First Name
    • Phone
    • Email
    • Postal Code
    • Organization
    • CX State
    Tip: You can use an asterisk (*) as a wildcard in your search term.
  3. Click Search.
    A list of contacts that match the search criteria you entered appears in the grid below the search criteria fields.
  4. Select a contact and click Select to add the contact to the list.
    Tip: You can select multiple contacts by pressing Ctrl while clicking additional contacts. Selected contacts that are already in the list are not added again.
    The contact appears on the Contacts tab with the other contacts in the contact list.
  5. To add a new contact, click Add > Add New. See Create a Contact and Add It to the Contact List.
  6. Click Save.