About Amber_G

Hey Cristina, You're totally right! There would be a middle step involved of adding the segment to a list first. Since you can't delete a segment directly from a list, you first select to add your segment to a list. There is a feature request regarding simplifying this process as well! So from start to finish, your situation could look like: Add new contacts to new list, every six months pull a segment, add that segment to 'delete list', from contacts screen, remove everyone on the 'delete list' from your New list or Leads list. Afterwards, you could remove your 'delete list', as it was only serving the purpose of being able to pull this group of contacts off the Leads list. Hope this helps to clarify! ... View more

Hi @CIDInsurance, there is a request for a feature like this. I have added your feedback for our engineers, so they know exactly how you would use something like this! For now, one way you could accomplish what you're wanting would be through our segment tool. Here is a video tutorial explaining this tool as well. Using the segment tool, you could pull a segment of those "on List A" + "date added", or "on List A" + "added between date x and date y". You would be able to add new contacts to your "Leads List" and then every 6 months or so, you could pull the segment described above and take that group off the "Leads List" and add them to your regular list.    ... View more