Adding and Managing Lists

The Lists feature in Wescle AI Suite allows you to structure and manage customer queries, leads, or orders efficiently. Each list can represent different services, products, or business categories, complete with customized sales funnel steps.

Adding a New List

To create a new list:

Go to the CRM Module → Lists.

Click the “+ Add new list” button.

Enter a clear List title to represent your product, service, or customer category (e.g., “Custom Solutions,” “Wescle AI,” “Support Requests”).

Configure custom Sales Funnel steps, if needed, unique to this list.

Save your list.

Managing Existing Lists

List Title: Clearly identifies each list.

Latest Submission: Displays the date of the most recent customer interaction or inquiry.

Number of Submissions: Tracks how many interactions or inquiries have been added.

You can quickly view, update, or manage submissions within each list to streamline your workflow.

Use Cases for Lists

Organize incoming requests based on services offered.

Manage different sales pipelines effectively.

Clearly segment customer interactions.