With our latest enhancement, you now have greater flexibility and control over managing contacts, accounts, and deal cards within the List Library. Whether you’re working with Static Lists or Live Lists, you can take direct actions such as making calls, sending texts, or adding a deal card from the account, contact or deal board list.
Use Case: Users can now efficiently engage with contacts and accounts without navigating between different modules. This enhancement allows for quick interactions, such as calling, texting, or creating a pipeline card for a contact, account, or from the deal board lists directly from the List Library.
Important Notes: 
- When adding a contact list to a deal card, the relevant contact details will be automatically included.
- For an account list, users will need to add a contact and add relevant other details when creating the deal card for the list.
- For a deal board list, multiple contacts will be available and can later be added to create a new deal card.
- Navigate to the Engagement module.
- Next, click on Lists.
- Then, move to List Library.
Static Library Enhancements:
- If a Static List Library is created for Contacts, Accounts, or Deal Cards, you now have the option to call, text, add the contact or account list as a pipeline card.
Live list Library Enhancements:
- If a Live List Library is created for Contacts &Â Accounts, you now have the option to call, text, add the account or contact list as pipeline card.
