Hi Team, I have a quick question. I created an active list in HS that pulls contacts from specific stages in the pipeline, which I plan to use in a workflow to send an email blast. Is there a way to automatically remove a contact from the list if they move to a different pipeline stage? Thanks for your help!
Hi @msshey_,
Yes, you need an additional list for that which filters for contacts associated to deals in that particular stage.
Once you have this additional list, you can exclude it (via list membership filter) from your main list.
If a deal now moves to that stage, a contact will enter the assisting list and leave the main list.
Best regards