Add a Business/Organization to Lists/Committees

You can easily communicate with a segment of your contacts by adding the to Lists/Committees. You can add them within their record on the Overview tab or in the Lists/Committees module.  

Add Business to List/Committee from Contact Record

1. On the contact's Overview tab click the  in the Lists/Committees section. 

   

2. On the Lists/Committees screen, tick mark the group(s) to which you wish to add the business.

   

3. Click Done.