SalesNOW contacts can be added to a Constant Contact lists from within SalesNOW in two ways; by going into an individual contact record or by selecting from the list of contacts.
To add a SalesNOW contact to a Constant Contact email list from within the Contact record, simply:
1. Go to Contacts and open the contact record of the Contact that you would like to add to the list
2. Scroll down to the Constant Contact
3. Click Add to Contact List
4. Click the magnifying glass to see your Constant Contact lists, and check the box next to the list you would like this contact to be included in.
5. Click Add followed by Continue
A second and potentially quicker way to add a single or multiple SalesNOW contacts to a Constant Contact list can be done outside of the Contact Record. To add contacts to a list simply:
1. In the Contacts tab, perform a search for the contact(s) that you would like to add
2. When you see the contact record, check the box to the left of the contact name.
3. Below the tab bar a number of options will appear, one of which is entitled Constant Contact. Click this option
4. Click add to Contact List
5. Click the magnifying glass to see your Constant Contact lists, and check the box next to the list you would like this contact to be included in.
6. Click Add followed by Continue
See Also:
Adding SalesNOW Contacts to a Constant Contact List