Creating People Lists

You can view, create and delete People Lists on the People List page, found in the Companies dropdown menus.

Add a List

Click the 'Add List' button at the top of the People List page. This will open a popup where you can name your new List.

You can then give the List a colour through the inline editor to help it stand out and make it easy to identify.

Managing People Lists

Deleting Lists

Select the List or Lists you'd like to delete by checking the checkbox to the left of the List's name. Once the appropriate Lists are selected the 'Delete' button will become visible next to the 'Add List' button.

When you click 'Delete' you'll be presented with a confirmation dialogue to ensure lists aren't deleted by accident.

Adding People to a List

You can add a Person to a List from the People page through the left side component's section for lists. Click 'Edit' to add and remove the Person from Lists. When not editing this section you can click on the List to view all the People in that List.

You can also add People to a List from the People tab. Simply click the inline List 'Edit' button.

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