- 1
Understand lists vs tags
Lists are containers a contact belongs to (and can feed a campaign). Tags are freeform labels for cross-cutting segments — things like
viporwarm-lead. A contact can sit in several lists and carry many tags at once. - 2
Select contacts to organize
On Contacts, tick rows — or choose “select all matching filters” — to reveal the bulk action bar.
- 3
Bulk-add tags
Open Edit tags, stay on the Add Tags tab, type a tag, and press Enter to chip it. Click Apply to tag every selected contact at once.
- 4
Bulk-remove tags
Switch to the Remove Tags tab, check the tags to strip from the selection, and Apply.
- 5
Rename or merge a tag
In Manage tags, rename a tag from its row. If you rename it to a name that already exists, FirstSales asks to merge the two into one tag instead of creating a duplicate.
- 6
Move contacts to another list
Open Transfer, pick Move, choose a source list and a different destination list, and confirm. Moved contacts are removed from the source once the move completes.
- 7
Clear the enrolment warning
If the destination list feeds a live campaign, the transfer stops and shows you the affected campaigns plus the net-new count of contacts that would be enrolled. Nothing is written until you choose Enrol & transfer — only confirm if you mean to start sending to those contacts.
Pro tips
Hard-won shortcuts that keep warm-up on track.
Use Add, not Move, to build overlapping segments
Add puts contacts in a second list without removing them from the first — good for building an 'all prospects' master list alongside narrower ones.
Tags are case-insensitive
Tags are stored lowercase, so `VIP` and `vip` are the same tag — no accidental duplicates from casing differences.
Renaming into an existing tag merges them
It's the fastest way to consolidate near-duplicates like `warm`, `warm-lead`, and `warmlead` into a single tag.
Narrow big filters before a bulk move
Filtered transfers are capped at 10,000 contacts. Tighten your filter first if you're moving a larger segment.
Frequently asked questions
What's the difference between a list and a tag?
A list is a container a contact belongs to (and can feed a campaign); a tag is a freeform label for filtering and segmentation. A contact can be in several lists and carry many tags.
Does moving contacts into a list start emailing them?
Only if that list feeds an active or paused campaign. When that's the case you'll get an explicit enrolment warning and must confirm before anything sends.
What's the limit when transferring everyone in a filter?
10,000 contacts. Narrow your filters first if you have more than that.
What happens to a tag when I delete it?
It's removed from every contact that had it. Deletion is confirmed before it runs.
Can I rename a tag without losing the old assignments?
Yes — renaming keeps every contact's assignment. If the new name already exists, the two tags are merged instead.
Is there a suppression / do-not-contact list?
No dedicated suppression list. To stop contacting someone, rely on unsubscribe/opt-out handling and exclusion segments — see the reply-handling tutorials.
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