How can I add a new list to my CRM?

Created by Help Flozy, Modified on Mon, 04 Dec 2023 at 05:41 AM by Help Flozy

With Flozy, you can customize your CRMs by adding new lists that enable you to better track your clients. 

  1. Navigate to the Boards hub from your Flozy dashboard and select the CRM dashboard that you would like to edit.

  1. In the top right corner of your CRM, click Add another list

  1. Enter a name for your new list and click Add List. In this example, I am creating a list that enables me to track which clients have paid my agency.

  1. Finally, add some cards to your list! Feel free to create a new card, or drag and drop an existing card.

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