Viewing and Editing CRM Lists

The CRM Lists module provides flexible management for customer submissions and contacts, helping you organize and process data efficiently.

List Settings

General Settings

Title: Set a custom name for each list.

Items Per Page: Adjust the number of entries displayed per page.

Default Stage: Choose the default funnel stage for new submissions.

Fields Management

Add, reorder, show, or hide fields to customize data visibility and entry fields according to your business requirements.

Sales Funnel Stages

Create custom funnel stages (such as “Incoming”, “Archived”) and easily reorder or rename them according to your workflow.

Viewing and Managing Submissions

Filtering and Searching

Easily filter submissions based on date ranges, fields, and keywords for efficient data retrieval.

Column Visibility

Quickly toggle visibility of columns to show only relevant information in your submission table.

Export Functionality

Export submissions effortlessly into a CSV file for external use, analysis, or backup.

Manually Adding Leads

Add new submission button to input data such as email, phone number, name, date, and the desired funnel stage. This helps streamline your lead management and ensures no opportunity is missed, even when manually tracking interactions or offline submissions.