> For the complete documentation index, see [llms.txt](https://sixbot.gitbook.io/sixbot-help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://sixbot.gitbook.io/sixbot-help-center/tutorial/crm/operation.md).

# List Operations

Users can view the customer list and perform the following actions: 

> [Add Tags](#add-tags)
>
> [Set Customer Progress](#update-customer-progress)
>
> [Set Group](#set-group)
>
> [Add Follow-up Record](#add-follow-up-record)
>
> [Transfer Customer](#transfer-customer)
>
> [Share Customer](#share-customer)
>
> [Release Customer](#release-customer)
>
> [Delete Customer](#delete-customer)
>
> [Export Customer](#export-customer)

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/H5DYXrMVM16OCiNlNJZF/image.png" alt=""><figcaption></figcaption></figure>

## **Add Tags**

Users can assign custom tags to customers for better categorization and organization

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/CoSoTDpXOA4BvNOxBK8N/image.png" alt=""><figcaption></figcaption></figure>

## **Update Customer Progress**

Users can update and manage each customer's progress status through predefined stages

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/ljb2hmvhIk8csUP7c9Jk/image.png" alt=""><figcaption></figcaption></figure>

## Set Group

Users can categorize customers into existing groups or create new groups as needed

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/0kVGTNF69yAKqVDaoOv9/image.png" alt=""><figcaption></figcaption></figure>

## **Add ​​Follow-up Record**

Users can document and maintain detailed follow-up records for each customer interaction

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/wwzrYT1RC19APyOYOpQW/image.png" alt=""><figcaption></figcaption></figure>

## **Transfer Customer**

Users can reassign customers to designated recipients with configurable transfer settings

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/xR1l08vTLc85HFG0XGac/image.png" alt=""><figcaption></figcaption></figure>

## **​​Share Customer**&#x20;

Users can grant access permissions to share customer profiles with selected team members

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/Mwl8WzttKAHOb00IqYlV/image.png" alt=""><figcaption></figcaption></figure>

## **Release Customer**&#x20;

Users can voluntarily release customers back to the company's public pool for redistribution

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/rfimSzMvezAbz1qtX6wu/image.png" alt=""><figcaption></figcaption></figure>

## **Delete Customer**

Users can permanently remove customer records after completing a mandatory confirmation process

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/toNdoQVSwogsgJXEq7Z1/image.png" alt=""><figcaption></figcaption></figure>

## **Export Customer**

Users can export complete customer profiles in various file formats for external use

<figure><img src="https://content.gitbook.com/content/AWW4pI0mYFdjRWTLLpNR/blobs/MRwsciGuctzpqGa6NLAF/image.png" alt=""><figcaption></figcaption></figure>