Lists
Named, persistent groupings of existing CRM contacts -- e.g. "Austin Family Offices" or "AI Investors". A contact can belong to any number of lists; adding or removing it from a list never edits the contact itself.
Named, persistent groupings of existing CRM contacts -- e.g. "Austin Family Offices" or "AI Investors". A contact can belong to any number of lists; adding or removing it from a list never edits the contact itself.