Creating a list in one modal

Rox’s "New list" modal, opened from the People page, explains "Organize records in a list and save views for your workflow." A segmented control chooses between "Contact list" and "Lead list", followed by a "List name" field, here filled with the test name "Finance leaders – test list".

Two ways to fill it

"Include in this list" offers two option cards: "Start from scratch (recommended)", an empty list to fill manually, and "Start from my CRM records", which filters all contacts and doesn’t allow manual edits. Each card has an icon and a two-line explanation.

Footer

"Cancel" and "Create" sit at the bottom right; creating the list opens it immediately with a "List created" toast.

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