Skip to main content

Lead Lists

Lead Lists are reusable collections of leads. Use them for campaigns, personalization, and operational lead management.

Create a Lead List​

  1. Open Lead Lists.
  2. Click Create list.
  3. Add a list name.
  4. Add optional notes.
  5. Save the list.

Open and manage a list​

  1. Open Lead Lists.
  2. Select a list.
  3. Search within the list when needed.
  4. Resize, sort, or filter columns from the grid controls.
  5. Edit lead fields directly in the grid or row detail view.

Common actions​

  • Add leads manually.
  • Upload a CSV.
  • Add a custom column.
  • Enrich selected rows.
  • Run AI columns.
  • Delete selected rows.
  • Duplicate, copy, rename, or delete a list from list actions.

Notes​

  • The lead-list detail view is a dense grid for scanning and editing.
  • Long values should stay inside the grid cell instead of expanding the column.
  • Lists can show badges for AI columns, enrichment, and campaign usage.