How to Manage a List

In CRM systems, Lists are essential for organizing and segmenting data—such as contacts, leads, or opportunities. Managing lists effectively allows for targeted communication, better reporting, and improved workflow automation.

👣 Step-by-Step: Manage Your Lists

🔹 Step 1: Access CRM

Navigate to the side menu and click on the “CRM” option.

Step 1

🔹 Step 2: Go to the Lists Section

At the top of the CRM panel, click on the “Lists” button.

Step 2

🔹 Step 3: Open List Management

The Lists area will now appear, showing all your existing lists.

Step 3

🔹 Step 4: Manage Your Lists

From here, you can:

  • ✅ Create new lists
  • 🗑️ Delete existing ones
  • 📋 Duplicate a list
  • 🔃 Sort by various attributes
  • ✏️ Update list details as needed
Step 4

💡 Tip:

Regularly organizing and updating your lists improves campaign targeting and data accuracy.