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A List is a group of contacts you build by hand — your VIP invitees, your December promo recipients, the clients due for a check-up. Use Lists to gather exactly the people you want, then act on them as one. By the end of this guide, you’ll know how to create a List, add contacts to it, and use it to organize follow-up and outreach.

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Before you begin

  • You’ll need access to the CRM.
  • Decide the purpose of the List — a clear name now saves confusion later.
A List is hand-picked — you choose who’s in it, and they stay until you remove them. A Segment is automatic — it updates itself based on contact behavior. Use a List when you decide the membership.
1

Create a List

  • Click New list and give it a clear name (e.g. “VIP launch event”).
  • Add a description and a color if you’d like to tell it apart at a glance.
Your List now exists, ready for contacts.
2

Add contacts

  • From the List: use Add contacts and pick the people you want to include.
  • A contact can belong to several Lists at once, so the same person can be in “VIP event” and “Loyalty program.”
Your List now holds the people you chose.
3

Use and maintain the List

  • Open the List to see everyone in it and how many contacts it holds.
  • Remove a contact when they no longer belong — this only takes them off the List, never deletes the contact.
  • Update the List over time as your groups change.
You have a reusable group you can return to whenever you need it.

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When to reach for a List

  • An invite list of customers for an event or promotion.
  • A hand-curated group for a one-off follow-up campaign.
  • Any set of customers that doesn’t follow a simple rule — where you decide who’s in.
If the group you want can be described by a rule — “everyone who’s a VIP” or “everyone active this week” — check Segments first. Segments keep themselves up to date, so you don’t have to add and remove people by hand.