Manage your contact lists effectively to optimize outreach and enhance lead engagement. Keeping your lists organized ensures your efforts align with your business goals, improving efficiency and results. This guide will walk you through the steps to create, edit, export, and delete lists, helping you maintain a streamlined system.

In this documentation, we will explore the steps to:

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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.

The Add New List feature lets you create a contact list by uploading a CSV or using the Lead Finder to add leads directly. Once created, the list appears in the Lists section with the total lead count.

Step 1: Click on Add New List to create a new contact list.

Step 2: A pop-up window will appear, prompting you to choose between People or Company for the type of list you want to create.

For more steps and further information, please refer to the Add New List documentation.

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 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.

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.