Group CRM contacts in lists
Sequences & CRMNewOct 26 – Nov 1, 2026
Group the contacts you choose and start a sequence or fill a pipeline stage from the list.
Lists group the CRM contacts you choose, such as the leads of an event or the customers of a region. They're open to every workspace with the CRM.
How it works
- Tick contacts in the CRM table and click Add to a list, or open a list and add contacts from the CRM.
- Use the list to start a voice or text sequence, or to feed a pipeline stage.
Good to know
- Removing a contact from a list, or deleting the list, never removes the contact from the CRM.