Quill CRM
Contacts article

Lists

Lists help you organize contacts into specific groups for targeted campaigns and segmentation.

Access Lists: Click the “Lists” tab in the Contacts section to view and manage all your lists.

To create a new list:

  1. Click the “Add Lists” button in the top-right corner
  2. Enter the list name
  3. Add an optional description
  4. Click “Submit” to create the list

To edit a list:

  1. Click the “Edit” button in the actions column
  2. Edit the list name or list description if needed
  3. Click “Submit” to edit the list