# 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

![](/files/stljH0vRNikVekL1ycje)

In CRM click on the sales and go to List

![](/files/IvX4srYzwCDK9gwtGYil)

In CRM List click on +New

![](/files/6IVLcQkEz1RMhkYVtkrQ)

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

![](/files/cib3u5LOtdTGr75DCbEG)

A new list will be added in the record

![](/files/ruOEhiERaB4EyBjGM3Bm)

Click on the 3 dots and select the edit option to edit the list

![](/files/EUlAt2sFmVq2ElbXWz9X)

Select the filters as per requirement, click on the save and then click on Refresh button.

![](/files/XQwmVg3DKUIEa8wNMWMB)

A list of contacts for the selected filters will be shown

![](/files/Ad7sfswx4R28v5KJm4mZ)

## Create CRM list for Lead

Go to CRM

![](/files/giZ74xeGXGxlqeoZo9S1)

In CRM click on the sales and go to List

![](/files/jMAnelByuOEp9D37crRs)

In CRM List click on +New

![](/files/evNdZ6rHPCIoPSHqhEi6)

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

![](/files/LlfBMWqeZj8KMhCVfdea)

A new list will be added in the record

![](/files/GPpJqVD1oEus0hrAehaM)

Click on the 3 dots and select the edit option to edit the list

![](/files/ij8aSqrPYkKcuPI2VgdE)

Select the filters as per requirement, click on the save and then click on Refresh button.&#x20;

<figure><img src="/files/nw0SaDu4yujGYGtmsBAa" alt=""><figcaption></figcaption></figure>

A list of contacts added in the leads will be shown

![](/files/9b2lNADCg38osUaI3faz)

## Create CRM list for Customers

Go to CRM

![](/files/Vb6MkGaPgeAUXzZkLEOK)

In CRM click on the sales and go to List

![](/files/Gn4XrlfIImGvjWHPhmgg)

In CRM List click on +New

![](/files/HLDVhzAU1Ul0UTOQ2NBs)

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

![](/files/gFy0509hKjHeiG2R4ByV)

A new list will be added in the record

![](/files/QY9YIBQ0UyXi0FNHKebp)

Click on the 3 dots and select the edit option to edit the list

<figure><img src="/files/AMVucTfwQQYCscu3ph4k" alt=""><figcaption></figcaption></figure>

Select the filters as per requirement, click on the save and then click on Refresh button.

<figure><img src="/files/EZTbL8hxLYVkxe9rrAG1" alt=""><figcaption></figcaption></figure>

A list of customers for the added filters will be shown

<figure><img src="/files/vsveM6RoyYfluHvwPecO" alt=""><figcaption></figcaption></figure>


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