Create First List

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

    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.

    Once created, the list can be assigned to contacts manually or automatically from contact settings.

    Next

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