Search a list and add a contact
Open the list and search by phone or name. For a new contact, select Add contact and complete the required phone field.
Open the list and search by phone or name. For a new contact, select Add contact and complete the required phone field. Confirm that the found or added contact appears in the same list with the correct phone and name.
Before you start
- The correct source file or filter
- Permission to process contact data
Step by step
Open Data Management → Lists
Go to Data Management → Lists from the main menu. Confirm that the selected record matches the task you are about to complete.
Search a list and add a contact
Open the list and search by phone or name. For a new contact, select Add contact and complete the required phone field.
Check the result
Confirm that the found or added contact appears in the same list with the correct phone and name.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
