Sarbacane Engage: How to create and manage your prospecting contact lists?

Contact lists are a key element in Sarbacane Engage for organizing and managing your prospects. Understanding how to access your lists, create them, rename them, delete them, and move contacts between them is essential for optimizing your interactions with your leads.

Accessing Your Contact Lists

Go to the Contacts page via the left sidebar.

Click on the icon of the 3 small horizontal bars at the top to display your lists.

You can see all the lists created by you and your collaborators. To access a specific list, click on its name.

Creating a Contact List

• Stay on the page of your lists.
• Click on the blue "Create a list" button at the top right.
• A window appears, give a name to your list, then click on "Validate".

Deleting a Contact List

To delete a list, make sure the following two conditions are met:

• The list must be empty.
• You must be the owner of the list (as a user or manager). You can check the owner from the "Owner" column in your lists.

Then:

• Click on the 3 small dots to the right of the list you wish to delete.
• Click on "Delete".

Renaming a Contact List

• Click on the 3 small dots to the right of the list.
• Click on "Edit".
• Rename the list in the window that appears, then click on "Validate".

Changing a Contact's List

You can move a contact from one list to another in several ways.

From the General View of Contacts

• Select the concerned contact(s).
• Click on the 3 small dots at the top right.
• Click on "Change list".
• Choose the new list from the dropdown menu and validate.

From the Contact File

• Go to the contact's file.
• Click on the current list name.
• Select the new list.

From the Contact's Response

• Go to the inbox.
• Select the contact's response.
• Click on the current list name.
• Choose the new list.

Mastering the management of contact lists in Sarbacane Engage is essential for the effective organization of your prospects. By understanding how to create, rename, move, and delete lists, you ensure better management of relationships with your leads.