Lists help you organize contacts into groups.
For example, you can create lists for:
- Newsletter Subscribers
- Customers
- Leads
- Course Students
- WooCommerce Buyers
- Trial Users
How to create a list
- Go to NextCRM → Contacts → Lists.
- Click Add New List.
- Enter the list name.
- Add a short description if needed.
- Save the list.
Once created, the list can be assigned to contacts manually or automatically from contact settings.