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Add New List

Updated over a week ago

The add new list feature allows you to easily create a new contact list. You can choose to add a list of people or companies and either upload a CSV file or use the Lead Finder to search for and add leads directly. Once the list is created, it will be displayed in the Lists section, showing the total number of leads.

Let’s get started🚀


Navigation

Step 1: Log in to your account and click on the contacts icon on the left side of the interface.

Step 2: You will navigate to the list dashboard, where you will see the created lists.


Step 3: Click on Add New List to create a new contact list.


Step 4: A pop-up window will appear, prompting you to choose between People or Company for the type of list you want to create.

For demonstration purposes, we have selected the People method.

Step 5: You will be prompted to the next window. Select either Import CSV to upload a CSV file or Use Lead Finder to search and add leads directly.


For demonstration purposes, we have selected the Import CSV method.

Step 6: After selecting the Import CSV method, upload a CSV file. Make sure it follows the correct format, then drag and drop or click on the pick files.

Step 7: You will be prompted to map the fields from your CSV file. Ensure that each column is correctly mapped (e.g., Address, City, State, etc.). Once confirmed, click Submit Mappings to finalize the list creation.


Step 8: Once you click on Submit Mappings the newly created list will appear in your Lists section on the left panel, showing the total number of leads in the list.

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