As your business grows, managing more and more customers and their data becomes a hassle. Revamp CRM makes it all easier by sorting your key relationships into different lists using a criterion of your choice. We also ensure you don’t fall out of touch with them over time by allowing you to create a reminder for each list.
For example, you can set a 7 days reminder for your "Hot Leads" list, the follow-up alarm will automatically remind you to make a contact with those leads when 7 days pass without any related task completed. So when the reminder on a segment or a list hits zero, Revamp CRM will generate tasks for contacts within that list. once you complete the tasks, a reminder will reset and start over.
Lists are static groups:
Meaning that the List members will only get changed when you manually add or delete a contact from it.
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.
To move contacts from one list to another:
1- Go to the Contacts page. Find the 'Smart Filters' tab on the left of the page. Under 'Lists', select the list you want to move customers from, then choose 'Apply'.
2- Select all customers in the results pane by marking the checkbox at the top of the results.
3- Click on the List Icon on the top and select the destination list to move the contacts to.
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