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Create and use CRM lists

Group contacts into named Lists for targeted Broadcasts, without selecting recipients one by one each time.

Lists let you create named groups of contacts for targeted outreach. They appear in the Broadcast tool under Communications as a recipient filter option. Navigate to CRM > Lists to manage them.

The Lists table shows each list's Name, Type, and Contact Count. Click Add a List (top right) to create a new list, give it a name, and define how contacts are added to it. Use the ⋯ menu on any row to edit or delete a list.

💡 Tip: Use Lists to segment your contact base — for example, a list of all corporate billing contacts, or all guests currently on-property. You can then send a Broadcast specifically to that list without manually selecting individual contacts each time.

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