Here's how to create a customized contacts list
1. Navigate to the ‘Customers’ tab in the main navigation bar at the top of the application. Click on ‘Lists’ in the drop-down menu. You will be redirected to the Lists page. Select ‘New List’, the green icon on the top left side of the screen.
2. The ‘New List’ pop-up will appear. You can choose a picture for this list from our unique avatars.
3. You can then set a follow-up reminder for each List. This way, Revamp CRM will automatically remind you to contact people on this list.
4. You can also sync your List with other software accounts, like MailChimp Lists. All you have to do is to select one of the accounts Revamp CRM integrates with and voila, your List is synced with the other account.
You can also add a group of customers automatically by clicking on Smart Filters and selecting a certain criterion as shown in the image below. Mark the checkboxes of the group of contacts you want to add to a list.
Then click on the List icon highlighted in the image below to add this group of contacts to the list you choose.
Another way to add customers to a list is to click on the list name in the Lists pages. Click the green 'Add' button to add customers manually.
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