1. Go to Contact Lists
From your Leat dashboard, navigate to CRM → Lists.
Click Add list to create a new contact list.
2. Select Manual List
Choose Manual List as the list type.
Unlike a dynamic list, a manual list doesn’t require you to configure any filters. The contacts in the list will only change when you manually add or remove them.
3. Add contacts to your list
Once your manual list has been created, you can search for the contacts you want to include and add them directly to the list.
You can add as many relevant contacts as needed.
Adding a contact from their profile
You can also add someone to a manual list directly from their contact profile.
Go to CRM → Contacts and open the contact you want to add.
Click Add to list and select the manual list you want the contact to be added to.
Creating a manual list with the AI Assistant
You can also use the AI Assistant to help create a manual list.
Simply provide the email addresses of the contacts you want to include and ask the AI Assistant to create a list for them. The AI Assistant can create the list and add the contacts while showing the progress directly in the chat.