How to Add a List

Creating a new List in your CRM helps you organize contacts and segment your audience for campaigns, automations, or tracking purposes. Follow these simple steps to quickly add a new list.

👣 Step-by-Step: Add a New List

🔹 Step 1: Navigate to CRM Lists

From the CRM area, click on the “Lists” button at the top.

Step 1

🔹 Step 2: Open List Management Panel

The Lists panel will now display all existing lists.

Step 2

🔹 Step 3: Click on Add List

Hit the “Add List” button to create a new list.

Step 3

🔹 Step 4: Enter List Details

In the dialog box that appears, type in your desired List Name.

Step 4

🔹 Step 5: Save the List

Click the “Add” button to save your new list.

Step 5

✅ Step 6: List Created

Your list is now successfully added and ready for use.

Step 6

💡 Tip:

Use clear and descriptive names for your lists to easily identify them during campaign setup or automation.