Static lists = manually tagged clients. Tags appear on their lead card in the dashboard. Great for "contact made", "referral", etc. Dynamic lists = auto-updating segments based on rules. Great for "members not visited in 7+ days", retention tracking, etc. These do not appear on lead cards.

Yes! Use Dynamic Lists to create any custom segment. Retention dynamic lists are especially powerful for this use case.

Yes — if you tag a lead with a Static List (like "Contact Made"), that tag will appear on their lead card in the dashboard. Dynamic list tags do not appear on lead cards.

Yes — both static and dynamic lists can be exported. Look for the export option within the Lists section of your dashboard.

Not automatically. If you don't convert them during that contact, set a manual task to follow up on your preferred schedule.