# CRM List User can create list of contacts, leads, and customers in CRM list to make the marketing campaign process smoothly ## Create CRM list for contacts Go to CRM ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FRoZz0CdPoJK0Lle7lp6s%2F0.png?alt=media) In CRM click on the sales and go to List ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F2SzWEecu2DNKHjEYiygS%2F1.png?alt=media) In CRM List click on +New ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fqqhzv2D0RTgBN0wcKUR3%2F2.png?alt=media) Select the entity type contact, add all the details of list and save ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FjI4FCz2ARNMAGp9Uu3tJ%2F3.png?alt=media) A new list will be added in the record ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fow1w4n6xUyS5psZ2E4HP%2F4.png?alt=media) Click on the 3 dots and select the edit option to edit the list ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FdKIYMd08ggU3c7Pdmqvo%2F5.png?alt=media) Select the filters as per requirement, click on the save and then click on Refresh button. ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fo1O9t09Lfom3idhebI0M%2F6.png?alt=media) A list of contacts for the selected filters will be shown ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F7Y2eumyqOXtqDWj4r1gB%2F7.png?alt=media) ## Create CRM list for Lead Go to CRM ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fuop5JMMHh3JG5WErURmI%2F8.png?alt=media) In CRM click on the sales and go to List ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FjwkjuAoOf9FthtVfss0Z%2F9.png?alt=media) In CRM List click on +New ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FYXLvMBqpGxqaY4c83knw%2F10.png?alt=media) Select the entity type lead, add all the details of list and save ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FTAJRFi6hKZleWEVtcuRF%2F11.png?alt=media) A new list will be added in the record ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fp2tGqmakYjg9pdMM85bT%2F12.png?alt=media) Click on the 3 dots and select the edit option to edit the list ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FjMJPIfUhBbPvQ4hPOTdl%2F13.png?alt=media) Select the filters as per requirement, click on the save and then click on Refresh button.
A list of contacts added in the leads will be shown ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FvXSN3DAcRwOCoKZ5mQqn%2F15.png?alt=media) ## Create CRM list for Customers Go to CRM ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FHMLSM0TBoJhmxJMx6pOC%2F16.png?alt=media) In CRM click on the sales and go to List ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fvs3oATOXdJKeiC4UYwyJ%2F17.png?alt=media) In CRM List click on +New ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F0nZBoKSw18PBRFWpJXwF%2F18.png?alt=media) Select the entity type customer, add all the details of list and save ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FLft2rYbz6DGF84ESUK0d%2F19.png?alt=media) A new list will be added in the record ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F8LrQ61aquE27rUG1oAEF%2F20.png?alt=media) Click on the 3 dots and select the edit option to edit the list
Select the filters as per requirement, click on the save and then click on Refresh button.
A list of customers for the added filters will be shown