Beta feature — requires Pro plan or higher plus beta access.
Lists let you segment your prospect database into targeted groups — by industry, role, geography, funnel stage, or any other criteria. You then enrol a list into an email sequence to run targeted, personalised outreach at scale.
Creating a list
- Open Prospects and click the Lists tab.
- Click + New List.
- Give the list a name that reflects the segment (e.g. "Q3 UK SaaS Founders", "Warm leads — June", "Partnerships — US").
- Click Create.
The list starts empty. Add contacts to it next.
Adding contacts to a list
Option 1 — From the Contacts tab
- Go to the Contacts tab.
- Select the contact(s) you want to add.
- Click Add to list and choose the target list.
Option 2 — From a list
- Open the list.
- Click Add contacts.
- Search your database and select contacts to add.
Option 3 — From Deep Search results
After running a deep search, save selected prospects to your database and then assign them to a list in the same flow.
Viewing list members
Click any list in the Lists tab to see all contacts currently in that list, their status, and any sequence activity.
Exporting a list
- Open the list.
- Click Export.
- A CSV of all contacts in that list downloads to your device.
Removing contacts from a list
Open the list and select the contact(s) you want to remove. Click Remove from list. Removing a contact from a list does not delete them from your Contacts database.
Using lists with sequences
A list is typically the starting point for an email sequence. When you create a sequence, you'll select a list as the audience. All contacts in the list receive the sequence. See Creating email sequences for the full workflow.