> Lists — creating, sharing, automating

TL;DR: Lists are static. You add records explicitly (by selection, by import, or by bulk action). They don't update themselves. Use lists for event attendees, conference-target accounts, manually curated outreach sets.

Lists vs audiences

| List | Audience
Membership | Manual / imported | Dynamic, condition-based
Updates | Never (until you edit) | Automatic, continuous
Use case | One-off targets, event attendees | Ongoing pipeline motion
Destination sync | Push once, on demand | Continuous sync

Don't confuse the two. Lists are the right call when you have a specific finite set of targets. Audiences are right when you want any record matching N conditions to get into the workflow.

Creating a list

Three paths:

1. From a record selection. On Leads or Accounts, select rows → bulk action Add to list → either pick an existing list or create new.
2. From import. Settings → Lists → + New list → Import CSV — upload a CSV with at minimum an email column. The import matches against existing records by email; rows that don't match are created as new records.
3. From Copilot. > create a list called "RSA Conference 2026" from the leads I tagged with conference_2026.

Sharing a list

By default, lists are workspace-shared — anyone with workspace access sees them. You can mark a list as private (only you see it) via the list's settings.

For external sharing — say, sending a list to an external SDR vendor — export to CSV.

Automating with lists

Lists themselves don't automate, but they integrate with audiences via the in_list condition. Example audience:

[AND]
in_list = "RSA Conference 2026"
has_enriched_work_email = yes
last_signal_at >= 14 days ago

This audience auto-updates as leads in the RSA list newly meet the other conditions. Useful pattern: import a static list, then build a dynamic audience that pulls in members as they become enriched / engaged.

Removing members

Open the list → select rows → Remove from list. The records remain in your workspace; only the list membership clears.

Deleting a list

Settings → Lists → row → Delete. Removes the list (and its membership data); records remain.

Related

• The Leads page — overview and bulk actions
• Building an audience — Copilot first, then manual
• Bulk operations across records