How to create a prospect list
Click on "Create a list", name it, and validate it.
How to change the name of a prospect list?
To change the name of a list, click on the three dots next to the name and confirm:
How to delete a prospect list?
By deleting a list, you erase all the prospects along with their associated data.
To delete your list, you need to confirm again how many prospects it contains:
How to transfer prospects from one list to another?
You can move your prospects from List A to List B. Here's how:
⚠️ You can't transfer prospects from "All prospects"; you must be in the specific list to do it.
How to start a campaign from your prospect list?
It is possible to launch a campaign directly from one of your prospect lists, without going through the "Campaign" tab.
⚠️ Please note that you cannot do this from the "All prospects" tab; you must be in the specific prospect list.
Here are the steps to follow:
Go to the prospect list.
Select the prospects of your choice or all the prospects.
Click on "Start a campaign" in the sidebar that will appear at the top of your screen.
Choose the sequence you prefer and create the campaign.
How to export your prospect lists to CSV?
You can export your prospect lists and all associated data to a CSV file, like this:
Select your prospects (from a list or a campaign),
Hit the Export button in the action bar,
Confirm the email address the CSV will be sent to.
Tags in lead lists
Tags are like labels that you attach to your prospects to sort and organize your lists.
They are very useful for identifying prospects who have "responded", those who are "not interested", or those who need to be "followed up with", for example.
Moreover, you can filter your prospects by tags, which makes the functionality much more interesting.
Therefore, you can launch campaigns, delete, or transfer prospects of your choice more easily.
1️⃣ How to create a tag?
Go to the prospect list,
Select all or certain prospects,
Click on "Tag" and the small "+" in the sidebar that will open, and tag
2️⃣ How to edit a tag?
Go to the list of prospects,
Go to the tag,
Click on the three dots to edit,
Change the name and save.