Organizing your lead lists is essential for effective lead management. By navigating to the list dashboard, you can easily view all the created lists and take action on them. Whether you want to filter leads by specific criteria, sort them by date, or manage labels, this feature ensures that you can quickly access the right leads for your business needs.

In this documentation, we will explore the steps to:

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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 Lead lists.

Viewing Leads

Viewing lead details allows you to access key information such as name, email, phone number, job title, and organization. The table below explains each field displayed, helping you understand the data available for each lead.

Step 1: Click on "Lists" in the left panel to view the underlying leads of the selected list on the right side, showing details like names, emails, and verification status.

The table below explains the fields displayed for each lead:

Ref.	Field	Description
1.	Profile Photo	Displays the lead's photo if available.
2.	Linkedin	Provides the lead’s LinkedIn profile link.
3.	Name	Displays the name of the lead.
4.	Email	Display the email address of the lead.
5.	Email Status	Shows the verification status of the lead’s email.
6.	Phone	Disp;ays the phone number of the lead.
7.	Title	Displays the lead's job title.
8.	Organization	Shows the company or organization the lead works for.
9.	Industry	Provide the industry type link of the lead’s organization.
10.	Location	Shows the geographic location of the lead.
11.	HubSpot Status	Shows the lead's status in HubSpot.

Filter Leads

You will use the filter options in the search bar to quickly find and organize leads. Filters allow you to search by specific criteria like name, email, location, or industry, making it easier to access the leads you need.

Ref.	Filter	Description
1.	Name	If you select the Name filter, you can enter the lead’s name in the search bar to find leads with matching or similar names.
2.	Email	If you select the Email filter, you can type the lead’s email address in the search bar to find leads by their email.
3.	Title	With the Title filter, you can search for leads based on their job title by entering the title (e.g., CEO, Manager).
4.	Location	By selecting the Location filter, you can search for leads based on their geographic location, such as city or region.
5.	Organization	By selecting the Organization filter, you can search for leads by entering the company or organization they belong to.
6.	Industry	By selecting the Industry filter, you can search for leads based on the industry type (e.g., Technology, Healthcare) by typing the industry in the search

You can also filter leads based on their email verification status. This allows you to quickly organize your leads depending on whether their email is deliverable, risky, invalid, or unverified. By selecting a specific status, you can focus on the most relevant leads and take appropriate action.

Ref.	Filter	Description
1.	All	Displays all leads regardless of their email verification status.
2.	Deliverable	Shows leads with deliverable email status.
3.	Risky	Shows leads with risky email status.
4.	Unknown	Shows leads with unknown email verification status.
5.	Invalid	Shows leads with invalid email status.
6.	Pending	Shows leads with pending email verification status.
7.	Unverified	Shows leads with unverified email status.

Sort Lead

Sorting leads helps you organize them based on their addition date. You can choose to view leads starting from the oldest or the newest, making it easier to manage and track them.

Ref.	Sort	Description
1.	Oldest First	Sorts the leads by the oldest first, showing the earliest added leads at the top.
2.	Newest First	Sorts the leads by the newest first, showing the most recently added leads at the top.

Edit List Label

To edit a list label, follow these simple steps to modify the label name and keep your lists organized. This allows you to update the label for better clarity and ease of use.

Step 1: Click on the vertical ellipsis next to the list name and select Edit to update the list label.

A modal window will appear where you can modify the List Label.

Step 2: Edit the label name and click the Update button to update the list label.

Step 3: After clicking the Update button, a message will appear confirming that the list has been successfully updated.

Export List

Export the data from your list, you can easily download it in either CSV or Excel format. This feature allows you to work with the list outside of the platform for further analysis or reporting.

Step 1: Click on the Export button and select either CSV or Excel as your desired format.

Step 2: After selecting, your list will be exported and saved in your Downloads folder.

Delete List

To delete a list, follow these simple steps to permanently remove it from your platform. This allows you to keep your lists organized by eliminating any unnecessary ones.

Step 1: Click on the vertical ellipsis next to the list name and select Delete to remove the list.

Step 2: A modal window will appear asking if you're sure you want to delete the list. Click Delete to confirm and remove the list.

After clicking Delete, a message will appear confirming that the list has been deleted successfully.