Creating Lists in GetroConnect
With GetroConnect, you can create lists of experts and talent to make it easier for companies in your network to request introductions. Here's how to create a new list:
- Click on the plus button in the left navigation menu.
- Type in the name for your new list.
- Click on the "Create List" link.
Alternatively, you can create a list directly from the card of a contact by following these steps:
- Click on the "Add" list button located on the contact card.
- Type in the name for your new list.
- Click on the "Create List" link.
Once you've created a list, you can start adding contacts to it.
Adding Contacts to a List
To add contacts to a list, simply follow these steps:
Bulk add
- Apply filters that are relevant to the list that you want to create from All Contacts page
- Select multiple Contacts
- Click Add to list at the top of list of Contacts
Single add
You can also add contacts to a list directly from the contact card by clicking on the "Add" button and selecting the list you want to add the contact to.
Benefits of Creating Lists in GetroConnect
Creating lists in GetroConnect can provide the following benefits:
- Improved Efficiency: By creating lists of experts and talent, you can quickly and easily find the contacts you need to connect with, reducing the time and effort required to manage your contacts.
- Better Organization: Lists allow you to group contacts based on specific criteria, making it easier to manage and search your contacts. You can also add tags to a list to further enhance its organization.
- Enhanced Collaboration: By sharing lists with others in your network, you can facilitate collaboration and communication among team members, increasing the likelihood of successful introductions.
Additional Information
- You can edit the name and description of a list at any time.
- You can add tags to a list to make it easier to search and filter.
- You can share a list with others and allow them to subscribe to notifications when new contacts are added.