{"id":8034,"date":"2021-06-30T02:03:44","date_gmt":"2021-06-30T06:03:44","guid":{"rendered":"https:\/\/www.centrix.one\/?post_type=docs&p=8034"},"modified":"2024-06-17T14:12:04","modified_gmt":"2024-06-17T18:12:04","password":"","slug":"manage-lists","status":"publish","type":"docs","link":"https:\/\/www.centrix.one\/en\/faq\/crm-lists\/manage-lists\/","title":{"rendered":"How do I manage lists?"},"content":{"rendered":"\n
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Introduction<\/strong><\/h2>\n\n\n\n

In CentrixOne\u2019s CRM, a list simply groups contacts and accounts.<\/p>\n\n\n\n

When you activate or deactivate a list in the Lists<\/strong> module, this affects the customers visible in the Contacts<\/strong> and Accounts<\/strong> modules.<\/p>\n\n\n\n

In CentrixOne, lists are crucial to the Emails<\/strong>, Forms<\/strong> and Automations<\/strong> modules.<\/p>\n\n\n\n

In practical terms, this means that when you send out an email campaign, you need to select a list of contacts. When you design a contact creation form, you need to determine to which list these new contacts will be added. Finally, when you create an automation, you need to determine in which list it will be executed.<\/p>\n\n\n\n

Ideally, limit yourself to 3 lists. This will make your CentrixOne account easier to manage, understand and configure. You’ll also limit the risk of creating duplicate customers.<\/p>\n\n\n\n

To give or withdraw access to a list to one of your users, please refer to this guide<\/span><\/a>.<\/p>\n<\/div><\/div>\n\n\n\n

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Table of contents<\/strong><\/h2>\n\n\n\n

Tip: to quickly access a specific section of the guide, click on one of the headings below.<\/em><\/p>\n\n\n\n

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  1. Difference between a list and a custom field<\/span><\/a><\/li>\n\n\n\n
  2. Create a list<\/span><\/a><\/li>\n\n\n\n
  3. Rename a list<\/span><\/a><\/li>\n\n\n\n
  4. Delete a list<\/span><\/a><\/li>\n\n\n\n
  5. Activate or deactivate a list<\/a><\/span><\/li>\n\n\n\n
  6. Customize the display of information related to the list (multi-column)<\/span><\/a><\/li>\n\n\n\n
  7. Change the order in wich contacts or accounts are displayed<\/span><\/a><\/li>\n\n\n\n
  8. Can a contact or account be part of multiple lists at the same time?<\/span><\/a><\/li>\n\n\n\n
  9. Copy a contact or account to another list<\/span><\/a><\/li>\n\n\n\n
  10. Move a contact or account to another list<\/span><\/a><\/li>\n\n\n\n
  11. Delete a contact or account from a list<\/span><\/a><\/li>\n<\/ol>\n<\/div><\/div>\n\n\n\n
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    What’s the difference between a list and a custom field?<\/strong><\/h2>\n\n\n\n

    A list mainly groups major customer categories (e.g., prospects, customers, suppliers, etc.).<\/p>\n\n\n\n

    Separating your prospects from your customers into 2 distinct lists makes it easier to create automated workflows that impact only one of the two lists. For example, you could set up an automatic response when a new contact is added to the Prospects list but do nothing when a new contact is added to the Customers list. This is useful for creating highly advanced automation sequences or for sending targeted email campaigns to a specific type of customer.<\/p>\n\n\n\n

    A custom field (or profiling field), on the other hand, is used to segment your clientele (e.g.: region, products of interest, financial means, potential services\u2026). With custom fields, you could, for example, target prospects interested in buying a pair of sunglasses and send them a discount. Or you could target all your customers in the province of Quebec to notify them of a new promotion in their area.<\/p>\n\n\n\n

    Perform the exaggeration test to confirm your choice between using a list or a custom field. For example: “Should I create a list by real estate project or a custom field? If I choose to create a list by real estate project, the day I have 500 real estate projects, I’ll have 500 lists. It would, therefore, be preferable to create a custom field to segment my customers by real estate project. This option is much simpler and more viable in the long term. Moreover, it will be easy to archive customers, after x number of years, using automated workflows that will move them to another list (e.g. archives).”<\/p>\n\n\n\n

    To create a custom field, please refer to this guide<\/a><\/span>.<\/p>\n<\/div><\/div>\n\n\n\n

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    How do I create a list?<\/strong><\/h2>\n\n\n\n
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    1. Click on the Lists<\/strong> module<\/li>\n\n\n\n
    2. Click on + Create a new list<\/strong><\/li>\n\n\n\n
    3. Name your list<\/li>\n\n\n\n
    4. Check the appropriate permissions:\n
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      • Give access to all users<\/strong> allows you to automatically assign the list to all your users (leave this box unchecked if you want to do this manually)<\/li>\n\n\n\n
      • Make this list private<\/strong> allows you to hide the list from other users (please note that if you uncheck this box, you will no longer be able to make your list private)<\/li>\n<\/ul>\n<\/li>\n\n\n\n
      • Click on Create<\/strong><\/li>\n\n\n\n
      • Click on Save<\/strong><\/li>\n<\/ol>\n\n\n\n