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Create and Use Lists from the Contacts Section

Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated this week

Lists help you organize contacts without creating duplicates. They help you:

  • Group contacts by campaign, segment, or source

  • Reuse the same list for multiple actions

  • Keep outreach organized without duplication

A contact can exist in multiple lists at the same time.

Step-by-step: Create a new list from Contacts

  1. Go to Contacts

  2. Select contacts

  3. Click Add to List

  4. Choose Create New List

  5. Enter a list name

  6. Click Add, then Add to List

Step-by-step: Add contacts to an existing list

  1. Go to Contacts

  2. Select contacts

  3. Click Add to List

  4. Choose an existing list

  5. Click Add to List

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