Lists
Keep people and companies in lists for campaigns and exports, or upload your own from a CSV.
Lists hold the people or companies you want to work with together: send them a campaign, export them, or upload your own contacts from a CSV.
Try it on the real dashboardDemo account · sample data · nothing you do here is saved or charged
- Leads → Lists → + New list, or Upload CSV.
- Add leads from the table: tick them → Add to list.
- Open a list to see who is in it, or download it as a CSV.
Every control on this screen
Every button, field and switch, with what it does.
Leads — Lists tab · 11 controlsNeeds: leads view
| List header (name, count, verifying…) | Shows information | |
| ← All lists | Shows information | |
| Upload CSV to this list | Shows information | |
| Download CSV (this list) | Shows information | |
| + New list | Button · changes your account | creates "Untitled list" immediately |
| Upload CSV | Shows information | |
| List (click to open) | Shows information | |
| Rename list | Shows information | |
| List name (Enter saves) | Text box | |
| Download CSV (list) | Shows information | |
| Delete list | Opens a panel or page | no confirm; the people stay in their tabs |
Leads — Upload CSV to a list · 11 controlsNeeds: leads view
| Upload CSV dialog | Shows information | |
| Choose a CSV file | Shows information | |
| Choose another file | Shows information | |
| Columns we matched (map a column) | Button · changes your account | |
| Add them to: New list | Button · changes your account | |
| Add them to: Existing list | Button · changes your account | |
| New list name | Text box | |
| Existing list to add to | Button · changes your account | |
| Cost (1 lead credit per verified email) | Shows information | |
| Verify & add N people | Button · changes your account | |
| Close (upload) | Shows information |
Legacy Engage list (company / contact list) · 5 controlsNeeds: leads view
| Back | Shows information | legacy — open lists from Leads → Lists |
| Import contacts via csv | Shows information | opens the import dialog; prefer Leads → Lists → Upload CSV |
| Export in csv | Shows information | |
| Contacts table (click a row for contact info) | Shows information | |
| Delete selected contacts | Opens a panel or page |