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Organise Contacts Better with Lists and Tags (at the Point of Creation)

Written by Premsanth Rajamani

You can now assign Lists and Tags right when a contact is added, instead of organizing them afterward.

👉 While creating a new contact

  1. Go to Contacts and click Add Contact.

  2. Choose Single or Multiple and enter the details.

  3. Select one or more Lists and add Tags (existing or new).

  4. Save — the contact is created, added to the list(s), and tagged immediately.

👉 While adding contacts to a sequence

  1. Select contacts from Contacts, List Builder, or another supported view, then click Add to Sequence.

  2. Choose the sequence.

  3. Before confirming, add the contacts to one or more Lists and apply Tags.

Lists are optional, tags can be created on the fly, and a contact can have multiple lists and tags at once — this doesn't change any existing workflows, it just adds the option.

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