< View Contact Marketing & Working Lists

You can view Contact Marketing Lists and Working Lists for My Contacts and Firm Contacts, but you cannot add Contacts to Lists in the Mobile App.

  1. Click to open the main menu and select My Contacts or Search Contacts.

  1. Search for the Contact for whom you want to view Lists:

    1. Tap Search My Contacts or Search at the top of the screen.

    2. Enter search criteria.

  2. Tap on the Contact for which you want to view Lists.

  3. Tap . The Contact Marketing List will display.

  4. Optional: To view the Working Lists, tap Working List.