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On this page

1. Click on Go To CRM
2. Click on Filter Lists
3. Click on Add New List
4. Type A List Name
5. Type A “Description For your reference”
6. Select Filters Based On Custom Fields
7. Click on Save

CRM Platform

How to Create Customer Lists / Filter Lists ?

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Last updated 2 years ago

1. Click on Go To CRM

2. Click on Filter Lists

3. Click on Add New List

4. Type A List Name

5. Type A “Description For your reference”

6. Select Filters Based On Custom Fields

You can Add Multiple Conditions by Clicking the + Sign

7. Click on Save