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Save specific contacts as a new selection

You can save a specific group of contacts as a new selection by applying search filters and choosing which customers to include. This is useful when you need to work with a targeted subset of your contacts.

Written by Fatma Abid

To save a specific group of contacts as a new selection by applying search filters and choosing which customers to include, follow the steps below:

  1. Click the Single Customer View icon, then click Search Contact.

  2. In the search area, add your customer details, then click the search

    icon or press Enter.

  3. By the displayed results and in the first column:

    • Select the tick box next to each customer you want to include in your new selection.

    • Unselect any customers you don't want to add.

  4. Scroll down to the bottom of the page.

  5. From the drop-down, select Selected contacts only.

  6. Click Save, then name your selection and if required, select a category and add a description.

  7. Click Save.

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