Note
You first need to create your pipeline tabs. Click HERE to learn how.
- Saved lists are only visible in the tab they are created in.
- On the left navigation, click Leads & Contacts > Contacts.
- Click on one of your published tabs.
- Update your filters and columns.
- Click HERE to learn how.
- At the top of the page, click Save > Save as new list.
- A pop-up box appears.
- Input the name of the contact list.
- (Optional) check the box if this list should be the default.
- Click Create List when finished.