This guide is essential for those who want to effectively organize and manage their customers in PremiumGuest. It provides a simple step-by-step process for creating customized lists, making it easy to follow up and communicate with contacts. By implementing these lists, you can improve the efficiency of your relationship management and optimize your business interactions.
Tip: In case you need to have an alternative list in which to include a list of specific clients, you can do so by using the “+ Create list” option.
1. Click "CRM".
2. Click "Contacts List".
3. Click "Create list".
4. Type the list name.
5. Write a description.
6. Click "Save".
