How to Create Customer Lists / Filter Lists?

1. Click on Go To CRM

Click on Go To CRM

2. Click on Filter Lists

Click on Filter Lists

3. Click on Add New List

Click on Add New List

4. Type A-List Name

Type A List Name

5. Type A “Description For your reference”

Type A "Description For your reference"

6. Select Filters Based On Custom Fields

You can Add Multiple Conditions by Clicking the + Sign

Select Filters Based On Custom Fields

7. Click on Save

Click on Save

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