When using your list in other HubSpot tools, you may want to include or exclude certain contacts or companies in the list. To do this, you need to understand the type of list you are working with and the contacts or companies you want to add to or remove.
You can create and use active and static lists in your HubSpotaccount:
An active list automatically updates its members based on its criteria. Contacts or companies will join the list only when they meet the criteria and leave the list only when they no longer meet the criteria.
A static list does not update its members after its creation. It is a snapshot of contacts or companies who meet a set criteria at a point in time. The contacts or companies in the list do not change automatically.
When you want to add or remove contacts or companies from a list, you should identify whether your list is active or static. When accessing your list, view the left panel below the list name.
Add or remove records from an active list
Because contacts or companies automatically enter and leave a list based on an active list's criteria, to add a record to an active list, you can:
Set your enrollment triggers to enroll the records you want to add to or remove from the list (i.e., enroll contacts who have a specific value for a property, enroll companies from a specific import, etc.).
Click the + plus icon.
In the right panel:
To add records to a static list, select Add to static list.
To remove records from a static list, select Remove from static list.
Click the Static list dropdown menu and select the list to add records to or remove records from.
At the bottom, click Save.
Remove records from a static list in the lists tool
You can also remove contacts or companies from a static list from within the list.
In your HubSpot account, navigate to Contacts > Lists.
Click the name of the static list.
In the list, select the checkboxes next to the records to remove from the list.
At the top of the table, click Remove from list.
In the dialog box, click Remove to confirm.
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