People lists — dynamic — CTD Guide

People lists — dynamic

A dynamic people list automatically finds and tracks individuals who match a set of criteria you define — specific companies plus a persona (location, seniority, function). CTD populates the list with matching people and keeps it current as contacts change roles or as companies grow their teams. You don't upload anyone manually; you define the criteria and CTD does the discovery.

This is the right choice when you want a continuously updated view of a specific type of person across a defined set of companies — without the overhead of building and maintaining a contact list by hand.

How it works

When you create a dynamic people list, you configure:

Company scope

Define which companies to look across. You can provide:

Persona filters

CTD finds everyone matching the persona at the companies in scope, adds them to the list, and updates it as people join, leave, or change roles.

How To Create A Dynamic People List

Learn how to build and configure dynamic lists to automate data updates and audience targeting. This guide walks you through setting specific filters and saving your preferences to streamline your workflow.

Steps

Step 0 of 13

Get Started

How dynamic people lists differ from dynamic company lists

The key difference is the unit of the list:

Use a dynamic people list when the individual — not the company — is the unit of your workflow. Use a dynamic company list when you want the company view with people accessible through paths.

Use cases

Sales team building a persona-specific outreach list

A SaaS company's sales team wants to reach VP-level and above in Finance at their 200 target accounts. Instead of manually researching each company, they create a dynamic people list scoped to their target account domains with a persona of "VP/SVP/C-level in Finance." CTD surfaces all matching individuals — including recent hires as they join — and the Paths view shows warm intro opportunities across the team.

Recruiting firm building a talent pipeline for a client

A recruiting firm is hired to find senior product managers at mid-market e-commerce companies for a client. They create a dynamic people list targeting e-commerce companies with 200–2,000 employees, filtered to "Senior PM / Director of Product." The list continuously updates as new people match — giving the recruiter a live pipeline rather than a one-time export.

VC firm mapping LP relationships across a target institution type

A VC firm building their next fund wants to track decision-makers at university endowments and foundations across the US. They create a dynamic people list targeting known endowment and foundation domains with a persona of "CIO, Chief Investment Officer, or Director of Investments." The list gives them a clear view of who to target and which partners have existing relationships with each contact.

Competitive intelligence tracking hiring signals

A product team wants to know when competitors hire for specific senior roles, as an early signal of strategic direction. They create a dynamic people list scoped to five competitor domains with a persona of "VP of Product or VP of Engineering." When new names appear in the list — representing recent hires — it's a signal worth paying attention to.

Tip: Pair a dynamic people list with a job changes list on the same company set. The people list surfaces who's there now; the job changes list alerts you when anyone fitting that persona arrives or leaves.

Have a question or running into an issue? Email us at support@ctd.ai — we're happy to help.