Differences
| Static | Dynamic | |
|---|---|---|
| Population | Manual (add records one by one) | Automatic (filter always active) |
| Content over time | Stable (changes only if you edit) | Evolves with data |
| Typical use | Email campaign to hand-picked contacts | Evolving segment (e.g. “open deals > €50k”) |
| Bulk edit | Yes | Yes (but records may exit after edit) |
Static list
Example: list “VIP conference 2026” — invited contacts. The list doesn’t change even if contacts get added/removed from deals.
Dynamic list
Define filters
Add conditions (
stage = Negotiation, value > 20000, owner = me). AND by default, you can use OR groups.status = overdue AND paid = false. Every newly overdue unpaid invoice enters automatically; when paid, it exits.
Convert static to dynamic (or vice versa)
Sharing
Any list can be:- Private: only you
- Team: team members see and edit
- Workspace: everyone can view (only admins can edit)
Frequently asked questions
How many records can a list hold?
How many records can a list hold?
No hard limit. Lists with 100,000+ records may be slow to load — use filters to narrow down.
If I remove a record from a static list, is it deleted?
If I remove a record from a static list, is it deleted?
No. You only remove membership. The record (deal, company, etc.) stays intact.
Can I combine static list + filters?
Can I combine static list + filters?
Not directly, but you can create a filtered view on the static list without changing its type.