Contact Lists

Lists are used to organize contacts into groups.

A list usually represents a larger audience group. For example, you may have separate lists for newsletter subscribers, customers, leads, or course students.

You can access lists from:

WordPress Dashboard → NextCRM → Contacts → Lists

or:

NextCRM → Settings → Lists

When to Use Lists

Use lists when you want to group contacts by audience type.

Example use cases:

• Newsletter subscribers
• Product customers
• Service clients
• Course students
• Free trial users
• Event attendees

Lists make it easier to organize contacts and send campaigns to the right audience.

Create a New List

To create a new list:

1. Go to NextCRM → Contacts → Lists.
2. Click Add New List.
3. Enter the list name.
4. Add a short description if needed.
5. Save the list.

After creating a list, you can assign contacts to it manually or automatically.

Manage Existing Lists

From the list settings page, you can manage your existing lists.

Available actions may include:

• Edit list
• Delete list
• Reorder list
• View contact count

The contact count shows how many contacts are assigned to each list.