CRM List
Last updated
Last updated
User can create list of contacts, leads, and customers in CRM list to make the marketing campaign process smoothly
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
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
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
