create list in reports Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 06:39:32 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico create list in reports Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Create list in contacts, opportunity, report https://www.insuredmine.com/knowledge-base/create-list-in-contacts-opportunity-report/ Sat, 25 Feb 2023 09:25:45 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=13708 In this article you will learn: Create and save a list in contact Create and save a list in opportunities Create and save a list in reports You can create and save a list in contacts, opportunity and report sections and further use it for better communication. Create and save list in Contacts Navigate to […]

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In this article you will learn:

You can create and save a list in contacts, opportunity and report sections and further use it for better communication.

Create and save list in Contacts

  • Navigate to contacts

  • If required you can create and sort the contact list with filters of your choice.

  • Click on 3 dots and click on Save as List.

 

create and Save List in Opportunities

  • Navigate to opportunities

  • Create the list with filters of your choice.

  • Click on the policy number

  • Click on Save as List.

Create and Save list in Reports

  • Navigate to reports

  • Create the list with filters of your choice.

  • Click on the policy number

  • Click on Save as List.

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