by Fanatical Labs

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#966 - Adding entire database to list

Closed General Question created by bradydhorn 4 years ago

How can I add the entire CRM database to one list? Everytime I view 'Contacts' or 'Leads' Im only able to select 20 at a time unless I scroll down multiple times and hit 'More Contacts'. Even then I am limited on the total number of contacts I select.

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    4 years ago

    Hi Brady, if you want to add all of your Contacts or Leads at once, you can go to the Reports module and create a Report that contains all Contacts. Then go to your Target List and use the "Import from Report" button. It will allow you to import whatever contacts show up on the report. You will need to do the same thing for the Leads module.

    Let me know if you need anything else. Thanks!

  2. bradydhorn member avatar

    bradydhorn

    4 years ago

    Can you give further guidance on where I should see "Import from Report' when under 'Target List'

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      4 years ago

      If you go to your Target List and scroll down to the Contacts section, click the down arrow to the right and you should see the "Select from Reports" button. Here's a screenshot of it https://www.dropbox.com/s/nfihf2dzn0dzz7h/Screenshot%202014-11-24%2015.40.53.png?dl=0

      Thanks!

  3. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    4 years ago

    Hi Brady, were you able to get it all worked out? Thanks!

  4. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    4 years ago

    Hi again, I'm going to close this case for now. Leave a new comment or create a new case if you need anything else. Thanks!

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