> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/crm-list.md).
# 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
Last update 16 December 2025
