FacebookInstagramLinkedin
Command Local logo featuring a location pin icon and text, representing digital marketing services aimed at enhancing online visibility for local businesses.
Call Now
Command Local logo featuring a location pin icon and text, representing digital marketing services aimed at enhancing online visibility for local businesses.

    CRM Lists: Segment Contacts & Companies in Corpus Christi

Lists — Command Hub CRM
Docs › Command Hub CRM › Lists

CRM Lists: Segment Contacts & Companies in Corpus Christi

Use Lists to segment contacts and companies into meaningful groups for outreach, automations, and reporting. There are two types of lists:

  • Static lists — fixed membership you can add/remove manually or via imports.
  • Smart lists — rule-based segments that automatically update when data changes.

Why use Lists?

  • Segment for targeted campaigns, automations, and reporting
  • Keep outreach organized with saved segments the team can share
  • Trigger workflows when people or companies join/leave a segment

What’s Included with Lists?

  • Create & manage both Static and Smart lists
  • Filters & rules for fields, engagement metrics, and associations
  • Start automations directly from a list
  • Membership change triggers for when contacts/companies are added or removed

Why Use Command Hub Lists for Segmentation, Automations & Reporting

Create a List

  1. Go to CRM > Lists.
  2. Click New list and choose Static or Smart.
CRM interface showing navigation menu with "Lists" highlighted, relevant for managing contacts and companies in digital marketing.

Create a Static List

  1. Select Static and pick the object type (Contacts or Companies).
  2. Add members from filters or search results in the Contacts / Companies tables.
  3. Name the list and click Create.
Interface displaying a static list of companies with filters for tags and contact information, relevant for Command Local CRM users.List creation interface displaying filters for email campaign engagement metrics in Command Hub CRM for local business marketing.
Tip: Use tags and saved searches to move the right selections into static lists for one-time targeting.

Create a Smart List

  1. Define rules under Criteria. Membership will update automatically as data changes.
  2. Choose object type: Contacts or Companies.
  3. Preview results and click Create.
Smart list filtering interface displaying criteria for segmenting contacts in Command Hub CRM.

Start an Automation from a List

  1. Open a list and select Start automation.
  2. Choose a flow (e.g., nurturing sequence, SMS follow-up, data update).
  3. Review settings and start.
Lists interface in Command Hub CRM showing options for managing static and smart lists for contacts and companies.
Heads up: When you start an automation from a list, new members can trigger it again if your flow is configured to run on entry.

Automate When Membership Changes

  • When a contact is added to a list — send a welcome/SMS, assign an owner, or create a task.
  • When a contact is removed — stop campaigns or move to a re-engagement list.
  • When a company is added — notify the account owner or update fields automatically.
  • When a company is removed — pause sequences and tag for review.
    • Add a trigger options for automating actions when contacts or companies are added or removed from a list in Command Hub CRM.

Delete a List

  1. Go to Lists, select the list, then click More > Delete.
  2. Confirm the deletion.
    3. Lists interface in Command Hub CRM displaying static and smart lists for contacts and companies, featuring automation options and deletion function.

Frequently Asked Questions (FAQs)

Can I add contacts and companies into the same list?

Lists are created for a single object type. Select Contacts or Companies when you create the list.

What’s the difference between Static and Smart lists?

Static lists have fixed members you add/remove manually. Smart lists are rule-based and update automatically as records meet (or no longer meet) the criteria.

Can I trigger automations from a list?

Yes. Start automations directly from any list, or trigger flows when membership changes.

Previous:Tasks
Access Command Hub CRM