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How to remove/add to list action for company workflows

Go to your contact or company-based workflow.

Click the + plus icon.

In the right panel: 

  • To add records to a static list, select Add to static list.
  • To remove records from a static list, select Remove from static list.

Click the Static list dropdown menu and select the list to add records to or remove records from.

At the bottom, click Save.

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