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

In CRM click on the sales and go to List

In CRM List click on +New

Select the entity type contact, add all the details of list and save

A new list will be added in the record

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 contacts for the selected filters will be shown

Create CRM list for Lead

Go to CRM

In CRM click on the sales and go to List

In CRM List click on +New

Select the entity type lead, add all the details of list and save

A new list will be added in the record

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 contacts added in the leads will be shown

Create CRM list for Customers

Go to CRM

In CRM click on the sales and go to List

In CRM List click on +New

Select the entity type customer, add all the details of list and save

A new list will be added in the record

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