Articles on: Records

How to create Static Lists if I don't like Views

Manually group your contacts into named lists using a custom field — no dynamic filters required.


Overview

Breakcold Views filter contacts dynamically based on conditions. But if you prefer to manually control which contacts belong to a specific group — like a "Cold outreach" list or a "Signup" bucket — you can replicate static lists using a custom Select field.
The approach has three parts:

  • Step 1: Create a custom Select field called "List" (or any name you prefer)
  • Step 2: Add your list names as selectable options
  • Step 3: Assign contacts to a list, then filter & save as a View
Note — This method gives you full manual control. Only people you explicitly assign to a list category will appear in it — unlike Views which update automatically based on conditions.

Step 1 — Create a Custom "List" Field

First, add a new custom field to your People object to hold the list name for each contact.

  1. Go to People in the left sidebar.
  2. Click the + icon at the end of the column headers (or use the field settings) to open the Create Field dialog.
  3. Set the Name to List (or whatever label makes sense for you).
  4. Leave the Type as Text for now — you'll configure the options in the next step. Click Next.

Create a new field named "List" on the People object.

Step 2 — Configure Field Settings

After naming the field, Breakcold shows advanced settings. Configure whether the field is required and whether it appears in the create form.

  1. In the Field Settings dialog, decide if the field should be Required when creating a new record.
  2. Toggle Show in Create Form if you want to assign a list category every time you add a new person.
  3. Click Next Step to proceed to adding your list options.

Decide if the List field should appear in the create form and whether it's required.

Step 3 — Add Your List Names as Options

Now add the names of your static lists as selectable options. Each option becomes a "bucket" you can assign contacts to.

  1. In the Configure Options dialog, type your first list name (e.g. Signup, Cold, Warm) and press Enter or click the + icon to add it.
  2. Add as many options as you need — one per list category.
  3. Click Done to save the field. A new List column will now appear in your People table.


Add one option per list name — e.g. "Signup", "Cold", "Warm", "Closed Won".

Tip — You can come back and add more options at any time by editing the List field in your object settings.

Step 4 — Assign Contacts to a List

With the List field created, select your contacts in bulk and assign them to a list category.

  1. In the People table, check the checkbox next to the contacts you want to add to a list. A bulk action bar appears at the bottom showing how many are selected.
  2. Click the List action button in the bulk bar to open the list assignment dropdown.
  3. Search or select your option (e.g. Signup), then click Add to existing to assign all selected contacts to that list.


Select contacts in bulk, then assign them to your list using the List field dropdown.

Note — Use Select all  in the bulk bar to assign your entire contact base to a list at once — useful for mass categorization.

Step 5 — Filter by List and Save as a View

To see only the contacts in a specific list, use the Filter panel to filter by your List field, then save it as a named View.

  1. Click the Filter button at the top of the People table.
  2. Select the List field as the filter condition. Choose is any of and select the list name (e.g. Signup).
  3. The table immediately shows only contacts assigned to that list. Click Save as View to give this filtered view a permanent name (e.g. "Signup List").


Filter by your List field to see only contacts in that bucket, then save as a View.

Step 6 — Access and Manage Your Lists

Once saved, your static list views appear in the left sidebar under People. You can right-click any saved view to rename, duplicate, set as default, or delete it.
Your saved list views live in the sidebar. Right-click to rename, duplicate, or delete.

Tip — Pin your most-used static list views as Favorites in the sidebar so they're always one click away, regardless of which section of the CRM you're in.

Frequently Asked Questions

Can a contact belong to more than one list?
If you use a single-select field, each contact can only be in one list. To allow multiple lists per contact, consider creating a multi-select field instead.
What's the difference between this and a View?
A View dynamically includes contacts that match filter conditions — membership changes automatically. A static list (using this method) only changes when you manually assign or remove contacts from the field value.
Can I run sequences or workflows from a static list?
Yes. Once you have a saved View filtering by your List field, you can select all contacts in that view and launch sequences, bulk emails, or workflows from the bulk action bar.
Can I create lists for Companies or Deals too?
Yes — the same approach works on any object. Create a custom Select field on Companies or Deals and follow the same steps.

Updated on: 02/04/2026