CRM For Small Business – Custom Lists

Manage your data efficiently with SpinLessPlates using custom list views. See the details you need to make key decisions within your small business.

It lets you easily and quick to create custom lists in any module showing only key data you want to see.

Simply just complete these steps (or watch the video below)

  • Click the custom list tab in any list view and press the green Create Custom List button
  • Tick the fields that you'd like to see in the custom list view
  • Select the filter that you'd like to apply next to the relevant field
  • Enter the value you'd like to filter your list on
  • Click the save button to create your list

Your custom list has now been created.

CRM For Small Business - Custom Lists – Video

Comments are closed.