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.
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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.
