Creating a 'New Custom List' for Customers or Leads

User Guide

Written By John Beatty (Super Administrator)

Updated at December 6th, 2022

New Custom List

Selecting New Custom List under the left-hand menu under “Customers” provides a pop-up window to select custom filters corresponding to the Leads and/or Customers you would like to view.

Customizing Your List(s)

From the “New Custom List” pop-up window you can to create a custom view that is best for you and what information you would like to see. We set this list to retrieve onlyes with the status of 1st Contact Made

Customize Your Columns too

You can also include/exclude any column for your Custom List. We are including the “Tags” column for this list (right side of the image above).