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#1765 - Adding Contacts/Leads

Closed General Question created by tony1 3 years ago

Just to confirm - I have created a 'leads' target list and bulk added all existing Sugar leads to this target list. When I add a new lead in Sugar, does this get automatically added to the target list?

If not, it appears, there is no direct way to add this new lead to the target list without having to, save, then search for the new lead and then assign it to the target list?

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    3 years ago

    Hello Tony,

    SugarChimp does not automatically add new leads to the target list. This feature will be a part of our next major release we are hoping to have out by the end of the year. Until that time, you can add your Leads to the list from the subpanel. Choose The dropdown next to Leads and 'Select'. From here, search with no filters and choose 'Select' again and it will add any leads that were not currently on the list. You can choose to do this as often as you like.

    Let me know if that helps in your case!

  2. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    3 years ago

    Hey Tony,

    Were you able to find something that works for you in adding new leads to the list? I'm hoping that the subpanel option will be a significant improvement from your initial method of adding to the list. Let us know if you have any further questions on this!

  3. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    3 years ago

    We were able to get everything cleared up through a support call, so I am going to close this case. Let us know if you have any more questions!

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