Lists & Filters

Lists and filters are two ways to work with a subset of your contacts. A filter is a temporary, on-the-fly query; a list is a saved, named group you build up over time.

Filtering the contacts table

Click Filter on the contacts table to open the filter slide-over. You can narrow the table by lead status, list membership, tags, country, date added, and last contacted. Filters are written into the URL, so a filtered view can be bookmarked or shared with a teammate.

Working with lists

Contacts → Lists shows every list as a card. Lists are useful for stable groups — a target account list, a webinar audience, a newsletter segment. From the Lists page you can create, rename, clone, or delete a list.

Adding contacts to a list

There are several ways to add contacts to a list:

• On the contact detail page, use the list chips — click "+" to add, or the x on a chip to remove
• On the contacts table, select rows and choose "Add to list" from the bulk-action bar
• During import, pick a list in the Options step to add every imported contact at once

List detail

Opening a list shows its contacts in a table with the same bulk-select behaviour as the main table — you can remove contacts from the list, move them to another list, or soft-delete them.

Filter or list — which to use?

Use a filter when you need an answer right now and the criteria are objective ("Qualified contacts in Canada"). Use a list when you are curating a group by hand or want a stable audience to enrol into a sequence.