In CreamSoda CRM, managing the ownership and visibility of Lists helps streamline your team’s workflow and control data access. Lists allow you to group specific records, such as People, Companies, or Deals for easy viewing, performing actions, ...
Lists are a powerful feature of CreamSoda! They allow you to filter, sort, and customize your data, keeping your business’s most critical customer data at your fingertips. You can segment your data into specific lists based on a wide variety of in ...