How to apply Advance Filters and create a Contact List?

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Overview

One of the key features of WhatCX is the ability to add contacts in a quick and easy way, making it an efficient tool for managing customers in bulk. With WhatCX, you can import large lists of contacts from a CSV file, which allows you to quickly add multiple contacts at once.

This feature is especially useful for businesses that need to manage a large number of customers and leads, as it saves time and effort compared to manually adding each contact one by one.

How to apply Advance Filters and Create a List

Follow the below steps to create a view through advance filters –

1. Go to contacts module and Click on Advance Filters

2. Select the Field Condition and Value and Click on Apply Filters.

3. You’ll have this view. Now Click on Save Current List

4. Now enter the name of the view and click save List.