There are two types of contact lists you can create: Static Lists and Live Lists. Follow the steps below to create either type.
Creating a Static List
A Static List is a manual list of contacts that doesn't update automatically. Here's how to create one:
Step 1: In the left navigation bar, select Contacts. Then, at the bottom-left corner, click Create Static List.
Step 2: Enter a name for your list, choose whether it should be public or private, and click SAVE. You can now start adding contacts to the list.
Alternatively, you can create a new static list as you're adding contacts. Here's how:
Step 1: Select the contacts you want to add, then click the Add To List button in the selection cart.
Step 2: When prompted, select Add Contacts to New Static List.
Step 3: Enter a name for your list, set permissions, and click SAVE.
Creating a Live List
A Live List automatically updates based on filters you set. For example, if you want to create a list of contacts tagged "collector" who are located in New York, you can do this with a live list. Here’s how:
To create a live list:
Step 1: In the Contacts section, open the filter dropdown.
Step 2: Choose the filters you need, then click Save as Live List.
Step 3: Enter a name for your list, set permissions, and click SAVE.
Once created, this list will automatically update whenever a new contact meets the filter criteria, such as a new contact tagged "collector" located in New York.