For the complete documentation index, see llms.txt. This page is also available as Markdown.

How to Create Customer Lists / Filter Lists ?

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

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