How to sync a list from Spotler CRM to Spotler Mail+?

After a succesful integration between Connect, Mail+ and CRM you can start with creating a list in Spotler CRM.

Go to Marketing > Lists
Click on +Add
Name your list and set the type to Dynamic. A dynamic list automatically updates whenever a contact meets the defined criteria. Make sure to switch on the Sync to Spotler toggle - this ensures the list is also synced to Mail+.
Click on Save.
Click on the tab List members to set list criteria.
Click the button Set list criteria

You can use criteria based on Account information and Contact information. For example you can use a Tag as segmentation to make a list of all your companies which are prospects.

For detailed steps on building a list in your CRM:
➡️Manual: Lists

Using tags helps you segment

You can use tags to make segmentation easier. For example, create and apply a tag for Prospects. Tags allow you to group contacts, and you can reuse them for future segmentations in Lists. Tags are applied to all records (Contacts and Accounts).
➡️Read more about Tags