How to Create Contact List in Salesforce

Quick summary

This demo walks you through how to create a contact list in Salesforce by navigating to the Contacts module, setting up a new list view, and applying custom filters to segment your data.

Steps

1. Click 'Contacts' on the left panel of your dashboard.
2. Click the dropdown button beside the 'gear' icon.
3. Select 'New' to create a new list view.
4. Fill in the details and set the visibility for the list.
5. Click 'Save' to save the new contact list.
6. Click 'Add Filter' to begin filtering the list.
7. Fill in the filter field details, then click 'Done' to apply the filter.