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Organize contacts with lists and tags

Create, rename, merge and delete contact lists and tags to keep your audience organized — with changes that stay safe for any campaign already running.

As your contact base grows, finding the right people to reach becomes its own job. Lists and tags are how you carve that base into segments you can actually act on — by industry, by source, by how warm a lead is. This release gives you full control over both, with the guardrails to use them confidently even while campaigns are live.

Full control over lists and tags

From the Contacts area you can now create lists and tags, rename them, merge two together, and delete the ones you no longer need. Everything updates in place, so a tag you rename stays attached to the same contacts and a list you reorganize keeps its members.

What you can do

  • Create and rename — spin up a new list or tag in seconds, and rename it later without breaking anything that points to it.
  • Merge — fold two overlapping tags into one; contacts that had either now share a single, clean label, with duplicates resolved automatically.
  • Delete safely — removing a list or tag never deletes the contacts inside it; it only removes the label.
  • Bulk apply — select many contacts at once and add or remove a tag in a single action, including across an entire filtered view.

Campaign-safe by design

Reorganizing your audience shouldn't put a running campaign at risk. These operations are built so that renaming, merging, or deleting a list or tag never removes a contact from a campaign they're already enrolled in, and never changes where they sit in a sequence. The labels are for your organization; the campaign's membership is protected independently.

How to use it

  1. Open Contacts and find the lists and tags panel.
  2. Use the controls to create, rename, merge, or delete — changes apply immediately.
  3. Select contacts and apply a tag in bulk to segment quickly.
  4. Build campaign audiences from the lists and tags you've defined.

Why it matters

Good segmentation is what separates outreach that feels personal from email that feels like a blast. The cleaner your lists and tags, the sharper you can target — and the more relevant every campaign becomes. By making these tools safe to use even mid-campaign, we've removed the usual fear that tidying up your contacts might quietly disrupt something already in flight.

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Mit KI installieren

Dein Coding-Agent richtet die FirstSales CLI und Skills für dich ein.

Prompt für Claude Code

I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code.

Read these first so you know how FirstSales works:
- Developer docs and API: https://developer.firstsales.io
- CLI: https://www.npmjs.com/package/@firstsales.io/cli
- Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md)

Setup
1. Install the CLI: npm install -g @firstsales.io/cli
2. Install the FirstSales skills:
   claude plugin marketplace add firstsalesio/firstsales-skills
   claude plugin install firstsales@firstsales
3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up.
4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need.
   Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden:
   read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY
5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to.

Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through:
1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product.
2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add.
3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own).
4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes.
5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads.
6. Inviting my team and giving each person the right access.

Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email).

Throughout, as you learn about my business, proactively suggest and help create:
- Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them.
- Campaign ideas and segments worth testing, with the reason for each.

Safety rules:
- Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes.
- Tell me before anything that spends credits, and how many.

Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options.