How to Manage Your Contact Records with Lists

Updated September 05, 2025 . 1 minute read

This guide covers how to add records or contacts to your List by selecting individual records in your contacts or database on ZEPIC.

Managing Creating Lists by Selecting Records

Manual entry is perfect for adding a few new contacts quickly, but then again, for a huge number of contacts using adding contacts via CSV or through flows can be quicker. Here's how you add contacts using your existing records.

Navigating to Lists on ZEPIC

Go to 'Lists': From your ZEPIC dashboard, navigate to the 'Lists' section.
Select or Create a List: To add to an existing list, click its List Name. To add to a new list, click 'Create a List'.

Creating Lists on ZEPIC

Name the List You Want to Create: After you click 'Create a List', name the List, add a description to help, and make sure that you select the object you want in this List.

Name the List You Create on ZEPIC

Add Record: In the selected List's view, select ‘Contact' or the record you want in your List.

Creating a List by Selecting Records on ZEPIC

Select the Contacts: If you have the record details already, you can just select them from your contacts database and click ‘Add to List’

Selecting Records to Create a List on ZEPIC

Create the Contacts: However, you can also create the contacts one by one by adding information (e.g., Email, First Name, Last Name) or select the contacts you want. Then click ‘Save’ and the contacts will now appear in your List.

Creating Records Manually on ZEPIC

Your List is Created: Your contacts will now appear in your List.

Review List on ZEPIC