Lists in CRM

Hey,

You can simply create new Lists based on various criteria, Just go to Menu - Contacts - Lists.

Click on Create List and choose between Active and Static Lists.

Afterward, choose The corresponding filter on the left. I assume acquisition wholesalers are a filed of some Contact Property, so please choose Contacts - This Property - acquisition wholesalers

The same action you can do forward money lenders.

Let me know if you have any questions!

Thanks,

Anton