# 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="/files/Na7hbGyBJ199rBFLdkFn" alt=""><figcaption></figcaption></figure>

## **Add Tags**

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

<figure><img src="/files/hzyEBeAbyu6zFkYpwKdX" alt=""><figcaption></figcaption></figure>

## **Update Customer Progress**

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

<figure><img src="/files/UtDPDmhG8U10ucRFXvoV" alt=""><figcaption></figcaption></figure>

## Set Group

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

<figure><img src="/files/5rYDI09S0DbtwhrycOuG" alt=""><figcaption></figcaption></figure>

## **Add ​​Follow-up Record**

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

<figure><img src="/files/f39Vt7LjKAGBVVEUmeJp" alt=""><figcaption></figcaption></figure>

## **Transfer Customer**

Users can reassign customers to designated recipients with configurable transfer settings

<figure><img src="/files/FGqp2dYmbR9tJY7ZM6Fi" alt=""><figcaption></figcaption></figure>

## **​​Share Customer**&#x20;

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

<figure><img src="/files/nNFODr8JcpFlH11ljTwi" alt=""><figcaption></figcaption></figure>

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

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

<figure><img src="/files/gLOrXPA0X5fUeAx0OFL6" alt=""><figcaption></figcaption></figure>

## **Delete Customer**

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

<figure><img src="/files/LZr6VrXiIFAhcq5MjjyM" alt=""><figcaption></figcaption></figure>

## **Export Customer**

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

<figure><img src="/files/LTbs19YnYIuX5lqjhPYS" alt=""><figcaption></figcaption></figure>


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