How do I create a list of contacts or companies?

Use the lists tool to group contacts or companies that share something in common — everyone in a city, an industry, or a lifecycle stage. Lists are how you work with groups instead of one record at a time.

There are two kinds:

• Active lists update themselves — anyone who matches is added automatically, and anyone who stops matching drops off. Great for "all current customers" type groups.
• Static lists are a fixed snapshot — a set of records as they are right now, that won't change on its own. Good for something like "attendees of a specific event."

Pick active when you want the group to stay current, static when you want a frozen set. If you're building a list to email, check your team's practices with your admin so sends stay clean and compliant.