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Add or remove contact from test list

1 min

Add contact #

  1. Contact:

    • Find the contact and go to the screen with all touch points.

  2. Add touchpoint to list:

    • Next to the touchpoint you want to add, click the three dots and choose "Add to test user list.

    • Select the desired list from the pop-up screen (drop-down list). Only lists to which the touchpoint has not yet been added are displayed.

    • Click "Add. A notification will briefly appear in the upper right corner that the contact has been added to the list.

Overview of who is in which list #

 
  1. Go to the overview of all test lists.

  2. Find the list you want to view and click the pencil icon(Customize).

  3. In the pop-up, you can see at the bottom which touchpoints are in the list and how many.

Remove Contact #

  1. In the test list, click the trash can icon next to the touchpoint to remove it from the list.

  2. Confirm that you wish to remove the contact from the list.

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