Creating a List
Choose a type, define rules, and optionally attach a sequence
Before You Begin
- Understanding of the three list types
- Contacts in your CRM (for Dynamic/Hybrid filter testing)
Creating a list takes about a minute. You name it, choose the type, optionally configure filters and rules, and optionally attach a sequence. The list is immediately active and ready for contacts.
Access the creation form from Sales > CRM > Lists > Create List.
Steps
Set list details
Enter a List Name (required) and Description (optional). The name appears in all list selection dropdowns, broadcast targeting, and the lists dashboard. Make it descriptive: "Hot Leads Q1 2026" is more useful than "List 1."
Choose the list type
Select one of three types:
Static List — Manually add and remove contacts. Best for curated audiences and one-time campaigns.
Dynamic List — Auto-populate based on filters. Contacts enter/exit as their data changes. Best for segments.
Hybrid List — Combine filters with manual additions. Auto-populate plus manual curation.
This choice cannot be changed after creation.
Configure entry and exit rules
The Entry & Exit Rules section has two panels:
Entry Rules (left panel):
*Entry Triggers* — When should contacts be added?
- When a new contact is created — Automatically add every new contact
- When pipeline stage is — Add when a contact reaches a specific stage (select from dropdown)
- When contact field(s) match — Add when field values meet conditions
*Entry Actions* — What happens when a contact enters?
- Add tag — Apply a tag to the contact
- Change field to — Update a contact field to a new value
- Update pipeline stage — Move the contact to a different stage
- Notify contact owner — Alert the owner
Exit Rules (right panel):
*Exit Triggers* — When should contacts be removed?
- Manual removal only — Only remove when a human does it (default)
- When pipeline stage is — Remove when a contact reaches a specific stage
- When contact field(s) match — Remove when field values meet conditions
*Exit Actions* — What happens when a contact exits?
- Stop active sequences — Halt any running sequence (enabled by default)
- Remove tag — Strip a tag from the contact
- Change field to — Update a field value
- Update pipeline stage — Move to a different stage
- Notify contact owner — Alert the owner
Toggle each trigger and action on or off. Configure the specific values (stage, field, tag name) as needed.
Attach a sequence (optional)
In the Sequence Attachment section, optionally select a sequence to attach. When a contact enters the list, they are automatically enrolled in this sequence.
Attach Sequence — Select from your available sequences, or leave as "None."
Default Owner — Choose whether to use the contact’s existing owner or assign a specific team member as the owner for sequence communications.
When changing an attached sequence on an existing list, a backfill option appears — allowing you to retroactively enroll all existing list members in the new sequence. This is off by default to prevent accidental mass enrollment.
Create the list
Click Create List. The list is immediately active. For Static lists, you can begin adding contacts. For Dynamic/Hybrid lists, the first filter evaluation runs within 5 minutes.
Result
Your list is created and ready. For Dynamic and Hybrid lists, matching contacts will begin appearing within 5 minutes. For Static lists, navigate to the list view to start adding contacts manually.
