✨ Introduction:
Lists in Webware CRM help you organize your contacts into meaningful groups, making it easier to run targeted email campaigns, segment customers based on interests, or simply keep your database tidy. Whether you want to group leads by region, service type, or customer status, lists provide flexible organization options.
🔔 What to Know Before You Start:
You’ll need CRM access permissions to create and manage lists.
Contacts can belong to more than one list.
Lists are used for email campaigns, segment filtering, and reporting.
You can edit or delete lists at any time, but deleting a list does not delete the contacts within it.
🛠️ Step-by-Step: How to Create and Manage a List
✅ Creating a New List
Log in to your Webware Dashboard.
Navigate to the Customers section from the main menu.
Click on the “Lists” tab
Click “Create New List”.
Give your list a name (e.g., VIP Clients, Newsletter Subscribers, Leads from Trade Show).
(Optional) Add a description to clarify the list’s purpose.
Click “Save” to create the list.
✅ Adding Contacts to a List
After creating your list, navigate to the Contacts tab within Customers.
Select the contacts you want to add to your list using the checkboxes next to their names.
Click “Add to List” from the bulk action menu (this might appear at the top of the page).
Choose the list name you want to assign them to.
Click Add.
✅ Managing Existing Lists
To rename or delete a list:
Go to the Lists tab under Customers.
Find and select the list you want to modify.
Click the Edit List button found at the top of the page
In the Edit List settings, you can rename the list, update its description, or delete it using the trash icon.
To view all contacts in a list:
Click on the list name to see the contacts within it.
From here, you can remove contacts, add more contacts, or send an email to the whole list.
✅ Pro Tip:
Create lists based on contact behavior, location, or service interest for more personalized marketing campaigns.
🎯 Next Steps:
After creating your lists, consider:
Using them in email marketing campaigns.
Filtering your CRM dashboard by list to view targeted segments.
Tracking how engagement varies across different lists.