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Create list in contacts, opportunity, report

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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