When to pick a smart list
- A living segment (“Leads with no contact in 90 days”, “accounts with health < 40”).
- A dashboard list that must always be current.
- Any “everything that matches X” set you’d otherwise re-curate by hand.
Setting the filter
Open the list and click Edit filter to open the filter builder: the same pills, operators, and fields you use on a view. Apply, and the list re-resolves. Leave it empty to include every record.Building on another list
A smart list’s filter can include In list, so one segment can build on another. “Live customers in EMEA” is the Live customers list plus a Region filter; when the Live customers definition changes, this list follows it. A list can’t include itself, directly or through other lists. Custral refuses that filter when you save it.Starting a sequence from a list
A sequence can start when a record joins a list, and stop when it leaves one. See the list triggers in Workflow Triggers.What’s different from a static list
- No manual add / remove: membership is the filter, not a hand-picked set. To change who’s in it, change the filter.
- No stored membership: nothing to back up or drift; it’s a query.
Need a filtered list that also remembers who you’ve worked and hands you a fresh batch each cycle? That’s a cohort.