Contact Lists help you send updates to groups of contacts at a time and segment your communication.
To create a contact list, first open Visible. From there, click on 'Contacts' in the bottom left of your screen. There are two ways to create a contact list from here. One is by clicking the three horizontal dots on the top of the screen. The other is by clicking the down arrow next to 'Lists'. After clicking on either, you will want to click 'Manage lists' then '+Add a list'. This will prompt you to give a name for your contact list. Then click 'Create contact list'
See below for a step by step walk through of creating a contact list
Click on 'Contacts' in bottom left
Click Either 3 horizontal dots...
...or down arrow next to 'Lists'
Click 'Manage lists'
Click '+Add a list'
Name your list
Click 'Create contact list'
This should help you get started in creating your first contact list. The initial lists we like to recommend are 'Current investors', 'Potential investors', and 'Team'. Please reach out to our team if you have any questions! We are happy to help!
The Visible Team