# 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 <a href="#create-crm-list-for-contacts" id="create-crm-list-for-contacts"></a>

Go to CRM

<figure><img src="/files/DnbIf4NA7rhWXvviylqm" alt=""><figcaption></figcaption></figure>

In CRM click on the sales and go to List

<figure><img src="/files/tkfaWFZ7fkUrH26zVRgR" alt=""><figcaption></figcaption></figure>

In CRM List click on +New

<figure><img src="/files/NPILpyKvitwBUsV6LG9z" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/58aV6g5YB71VilUscwzd" alt=""><figcaption></figcaption></figure>

A new list will be added in the record

<figure><img src="/files/XJaVat4tko4hvt5Qbqel" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/eGiaPsy3z17hPFitnawO" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/pwVeGuGH5TOw2dOBPOgt" alt=""><figcaption></figcaption></figure>

A list of contacts for the selected filters will be shown

<figure><img src="/files/8192qAMIgCoQ9NjfvX4b" alt=""><figcaption></figcaption></figure>

### Create CRM list for Lead <a href="#create-crm-list-for-lead" id="create-crm-list-for-lead"></a>

Go to CRM

<figure><img src="/files/W0td0W90OuHHPUAa5CJQ" alt=""><figcaption></figcaption></figure>

In CRM click on the sales and go to List

<figure><img src="/files/tbNsVGb3r51oK1Z5i1Vh" alt=""><figcaption></figcaption></figure>

In CRM List click on +New

<figure><img src="/files/pgUEpNe57A6ge41n16p1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/0Y0KAZ9YPPlJLTqVa8CL" alt=""><figcaption></figcaption></figure>

A new list will be added in the record

<figure><img src="/files/1KKf3hcJkJWqBvaaUttm" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/MXDY2XHEF2aEnHb8w9Dp" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/B94lXJBWHWnIky81FOmi" alt=""><figcaption></figcaption></figure>

A list of contacts added in the leads will be shown

<figure><img src="/files/ZtneKpErguv8T8V6Gwes" alt=""><figcaption></figcaption></figure>

### Create CRM list for Customers <a href="#create-crm-list-for-customers" id="create-crm-list-for-customers"></a>

Go to CRM

<figure><img src="/files/DnbIf4NA7rhWXvviylqm" alt=""><figcaption></figcaption></figure>

In CRM click on the sales and go to List

<figure><img src="/files/tkfaWFZ7fkUrH26zVRgR" alt=""><figcaption></figcaption></figure>

In CRM List click on +New

<figure><img src="/files/zOCe4ct5NLT9lUmyg8J7" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/21fgPohuERnupWRUzJ4a" alt=""><figcaption></figcaption></figure>

A new list will be added in the record

<figure><img src="/files/AULbN3PCXvSuj0IE0Xjc" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/NMdOOJEbT2UcoKzRmXhh" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/GunmRxaW6z5BWuKirXDb" alt=""><figcaption></figcaption></figure>

A list of customers for the added filters will be shown

<figure><img src="/files/ocj7bJnrRMjPpb56FipK" alt=""><figcaption></figcaption></figure>

Last update 16 December 2025


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