{"id":14732,"date":"2017-12-19T15:38:23","date_gmt":"2017-12-19T20:38:23","guid":{"rendered":"https:\/\/www.collabox.com\/2021\/06\/04\/create-a-prospecting-list-and-update-it\/"},"modified":"2022-11-22T20:04:56","modified_gmt":"2022-11-22T20:04:56","slug":"create-a-prospecting-list-and-update-it","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2017\/12\/19\/create-a-prospecting-list-and-update-it\/","title":{"rendered":"Update a prospecting list"},"content":{"rendered":"\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\">You can easily update a prospecting list. First, create your <a href=\"http:\/\/blog2.doc.collabox.com\/?p=2270&amp;preview=true\">prospecting lists<\/a> that you can reuse year after year.<\/span><\/p>\n\n<h3 class=\"wp-block-heading\"><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\"><strong>Create a list<\/strong><\/span><\/h3>\n\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\">To create a prospecting list, go to the &#8220;Contacts&#8221; tab, select &#8220;Prospecting Lists&#8221; and then click on &#8220;Add a Prospecting List&#8221;.<\/span><\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"323\" height=\"171\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Ajouter-une-liste.png\" alt=\"\" class=\"wp-image-9172\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Ajouter-une-liste.png 323w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Ajouter-une-liste-300x159.png 300w\" sizes=\"auto, (max-width: 323px) 100vw, 323px\" \/><\/figure><\/div>\n\n<p class=\"has-text-align-center\"><span style=\"font-size: 10pt;\"><strong><span style=\"color: #800000; font-family: arial, helvetica, sans-serif;\">Page<em> Prospecting lists<\/em><\/span><\/strong><\/span><\/p>\n\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\"><strong>Name the list<\/strong> , then click \u201cSave\u201d. To add contacts, click on \u201cAdd contacts\u201d. You can choose to<strong> Add a contact<\/strong> :<\/span><\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1541\" height=\"904\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Ajouter-un-contact.png\" alt=\"\" class=\"wp-image-9171\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Ajouter-un-contact.png 1541w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Ajouter-un-contact-300x176.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Ajouter-un-contact-768x451.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Ajouter-un-contact-1024x601.png 1024w\" sizes=\"auto, (max-width: 1541px) 100vw, 1541px\" \/><\/figure><\/div>\n\n<p class=\"has-text-align-center\"><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\"><\/span><span style=\"font-size: 10pt;\"><strong><span style=\"font-family: arial, helvetica, sans-serif; color: #800000;\">Page<em> Adding a contact<\/em><\/span><\/strong><\/span><\/p>\n\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\">&#8230; or<strong> import<\/strong><strong> a contact<\/strong> :<\/span><\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"603\" height=\"374\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Importation-contacts.png\" alt=\"\" class=\"wp-image-9671\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Importation-contacts.png 603w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Importation-contacts-300x186.png 300w\" sizes=\"auto, (max-width: 603px) 100vw, 603px\" \/><\/figure><\/div>\n\n<p class=\"has-text-align-center\"><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\"><\/span><span style=\"font-size: 10pt;\"><strong><span style=\"color: #800000; font-family: arial, helvetica, sans-serif;\">Importing a contact<\/span><\/strong><\/span><\/p>\n\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\">To proceed more quickly, use the &#8220;Contact search&#8221; tool to<strong> search for customers by city or zip code<\/strong> grasped :<\/span><\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"687\" height=\"580\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Recherche-contacts.png\" alt=\"\" class=\"wp-image-8746\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Recherche-contacts.png 687w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Recherche-contacts-300x253.png 300w\" sizes=\"auto, (max-width: 687px) 100vw, 687px\" \/><\/figure><\/div>\n\n<p class=\"has-text-align-center\"><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\"><\/span><span style=\"font-size: 10pt;\"><strong><span style=\"color: #800000; font-family: arial, helvetica, sans-serif;\">Page<em> Contacts search<\/em><\/span><\/strong><\/span><\/p>\n\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\"><strong>Select clients<\/strong> that you want to add to an already existing list or to a new list.<\/span><\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2019\/10\/S&#xE9;lection-clients.png\" alt=\"\" class=\"wp-image-9002\"\/><\/figure><\/div>\n\n<p class=\"has-text-align-center\"><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\"><\/span><span style=\"font-size: 10pt;\"><strong><span style=\"color: #800000; font-family: arial, helvetica, sans-serif;\">Page<em> Contacts list<\/em><\/span><\/strong><\/span><\/p>\n\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\">Then with the drop-down menu \u201cFor selection\u2026\u201d, go down to the \u201cProspecting\u201d section and<strong> choose the desired option<\/strong> .<\/span><\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2019\/10\/Menu-d&#xE9;roulant-e1513704595113.png\" alt=\"\" class=\"wp-image-8594\"\/><\/figure><\/div>\n\n<p class=\"has-text-align-center\"><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\"><\/span><span style=\"font-size: 10pt;\"><strong><span style=\"color: #800000; font-family: arial, helvetica, sans-serif;\">Scrolling menu<\/span><\/strong><\/span><br\/><span style=\"font-size: 10pt;\"><strong><span style=\"color: #800000; font-family: arial, helvetica, sans-serif;\">Page<em> Contacts list<\/em><\/span><\/strong><\/span><\/p>\n\n<p><span style=\"font-family: arial,helvetica,sans-serif; font-size: 12pt;\">There you go, your list is complete!<\/span><\/p>\n\n<h3 class=\"wp-block-heading\">Update a prospecting list<\/h3>\n\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt;\"><strong>Reorganize your list<\/strong> or update it easily. You just have to drag and drop, on computer as well as on mobile devices, the different prospects.  <\/span><\/p>\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"186\" height=\"300\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Drag-n-drop-liste-de-prospection_Moment-e1528681184921-186x300.jpg\" alt=\"\" class=\"wp-image-9482\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Drag-n-drop-liste-de-prospection_Moment-e1528681184921-186x300.jpg 186w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Drag-n-drop-liste-de-prospection_Moment-e1528681184921-635x1024.jpg 635w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2019\/10\/Drag-n-drop-liste-de-prospection_Moment-e1528681184921.jpg 649w\" sizes=\"auto, (max-width: 186px) 100vw, 186px\" \/><\/figure><\/div>\n\n<p class=\"has-text-align-center\"><span style=\"font-size: 10pt;\"><strong><span style=\"font-family: arial, helvetica, sans-serif; color: #800000;\">Click and drag on mobile device<\/span><\/strong><\/span><\/p>\n\n<p>Watch several <a href=\"https:\/\/www.youtube.com\/channel\/UCXyKhYCkb1t6YftNaeb3l9A\">videos on our Youtube channel<\/a> and visit our Tips and Tricks section in the <a href=\"\/category\/tips-and-tricks\/?lang=en\">Documentary Blog<\/a> to continue using the Collabox!<\/p>\n\n<p>If you have any questions, please contact us and we will be happy to answer you.  <\/p>\n\n<p>info@collabox.com (418) 907-9274 ext. 120<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can easily update a prospecting list. First, create your prospecting lists that you can reuse year after year. Create a list To create a prospecting list, go to the&#8230;<\/p>\n","protected":false},"author":1,"featured_media":27236,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[218,251],"tags":[],"class_list":{"0":"post-14732","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-contacts-en","8":"category-follow-ups"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Update a prospecting list - Collabox 2026 - ERP software<\/title>\n<meta name=\"description\" content=\"Collabox allows you to quickly update a prospecting list using the &quot;click and drag&quot; function on your mobile or computer.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/doc.collabox.com\/en\/2017\/12\/19\/create-a-prospecting-list-and-update-it\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Update a prospecting list\" \/>\n<meta property=\"og:description\" content=\"Collabox allows you to quickly update a prospecting list using the &quot;click and drag&quot; function on your mobile or computer.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/doc.collabox.com\/en\/2017\/12\/19\/create-a-prospecting-list-and-update-it\/\" \/>\n<meta property=\"og:site_name\" content=\"Collabox\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/collbx\" \/>\n<meta property=\"article:published_time\" content=\"2017-12-19T20:38:23+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-11-22T20:04:56+00:00\" \/>\n<meta name=\"author\" content=\"ad2816ed_admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"ad2816ed_admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/doc.collabox.com\/en\/2017\/12\/19\/create-a-prospecting-list-and-update-it\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2017\/12\/19\/create-a-prospecting-list-and-update-it\/\"},\"author\":{\"name\":\"ad2816ed_admin\",\"@id\":\"https:\/\/doc.collabox.com\/en\/#\/schema\/person\/f5c41eec8a13ff07c99a6059ded74439\"},\"headline\":\"Update a prospecting list\",\"datePublished\":\"2017-12-19T20:38:23+00:00\",\"dateModified\":\"2022-11-22T20:04:56+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2017\/12\/19\/create-a-prospecting-list-and-update-it\/\"},\"wordCount\":232,\"publisher\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/#organization\"},\"image\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2017\/12\/19\/create-a-prospecting-list-and-update-it\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2023\/08\/SW_Contacts.png\",\"articleSection\":[\"Contacts\",\"Follow-ups\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/doc.collabox.com\/en\/2017\/12\/19\/create-a-prospecting-list-and-update-it\/\",\"url\":\"https:\/\/doc.collabox.com\/en\/2017\/12\/19\/create-a-prospecting-list-and-update-it\/\",\"name\":\"Update a prospecting list - 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