Lists are the simplest way to organise your contacts and companies inside the CRM. They let you group records by attributes like industry, size, or location, or keep campaign-specific audiences ready for activation.
You can create:
- Contact Lists → groups of revealed or imported people.
- Company Lists → groups of accounts, often built from intent data or imports.
- Segment Lists → subsets of an existing list, useful for further targeting.
- Folders → containers for organising related lists by team, campaign, or market.
Accessing your lists:
- From the dashboard, go to CRM > Lists.
- You’ll see all of your folders at the top of the page.
- Click the arrow beside a folder to expand it and view the lists inside.
3. Each list shows:
- List name
- Size (number of contacts or companies)
- Type (Contact, Company, or Segment)
- Object (what kind of data the list contains)
Creating a new list or folder
- Click New List/Folder in the top-right corner.
- Choose whether to create:
- A Contact List
- A Company List
- Or a Folder for grouping related lists
- Give it a clear name and, if relevant, assign it to a folder.
Adding records to a list:
You can add contacts or companies to a list in different ways:
- From the Add button → add manually, import via CSV, or search from CRM.
- From a Contact/Company card → add directly while viewing their profile.
- From other features → revealed contacts, search results, or intent data can be pushed straight into a list.
Actions available on a list:
Open a list and use the icons or three-dot menu to:
- Export to CSV.
- Send to Salesforce, HubSpot, or Dynamics.
- Add to a LinkedIn Ads Audience.
- Export for Google Ads or Facebook Ads.
- Delete a list if it’s no longer needed (this won’t delete the contacts or companies themselves)
Best practices
- Use folders → keep lists grouped logically (e.g. by territory, campaign, or audience type).
- Name lists clearly → include ICP details like region, role, or industry.
- Segment for campaigns → break down larger lists into smaller, campaign-ready groups.
- Review regularly → update lists, remove duplicates, and keep data fresh.
- Activate lists quickly → don’t let lists sit idle; sync them with CRMs or ad audiences so they drive activity.
FAQs
What’s the difference between a list and a folder?
- A list contains contacts or companies.
- A folder groups multiple lists together for organisation.
What’s the difference between a Contact List and a Company List?
- A Contact List stores people.
- A Company List stores accounts.
When should I use a Segment List?
When you want to break a larger list down further — for example, splitting Marketing Leaders into UK and US.
Do lists update automatically?
No. Lists are static unless records are added via imports, reveals, or integrations.
If I delete a list, do I lose the records?
No. Deleting a list only removes that grouping. The contacts or companies remain in your CRM.