To create a custom list of contacts, please follow these steps:

  1. From the "Contacts" page, click "Lists" beneath the Lead Pilot logo:

2.  Next, click the "Create List" button in the top right corner:

3. Type in a name for your list, then click "Add a contact":

4. Scroll through your contacts and click on the person you'd like to add to your list:

5. Click "Add a contact" to add more people to your list.
6. Finish your list by clicking the "Create" button in the top right corner:

7. You can also add multiple people to a list by selecting them from your Contacts page and then clicking the "Add Contacts to List button:

To edit your list of contacts, please follow these steps:

  1.  From the "Lists" page, click on the "..." to the right of the list you wish to edit.
  2. Select "Edit" from the dropdown:

3. Click "Add a contact" to add someone new to the list.
4. Click the "Minus" symbol next to a contact to remove them from the list:

5. Click "Save" in the top right corner to save your changes:

To add or remove a contact from within their profile, please follow these steps:

  1.  From the "Contacts" page, click on the "..." next to the contact you wish to edit.
  2. Select "View/Edit" from the dropdown:

3. Above the "Notes" section are lists the contact is a member of.
4. Click "X" to remove a contact from a specific list:

5. Click "V" to show a dropdown of lists the contact can be added to:

6. Select the list(s) you'd like to add the contact to.
7. When finished, click the "Save" button below to save your changes:

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