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, edit the name and confirm.
How to delete a prospect list?
By deleting a list, you erase all the prospects along with their associated data. Simply click on 3 dots on the prospect list and click on delete.
How can I transfer prospects from one list to another?
To transfer prospects from prospect List A to List B, follow these steps:
1. Click on prospect List A.
2. Select the prospects you want to import.
3. Click on the “Move to” button that appears on the screen after you’ve selected your prospects.
4. Select List B.
⚠️ You can't transfer prospects from "All prospects"; you must be in the specific list to do it.
How to export your prospect lists to CSV/Sheet?
You can export your prospect lists and all associated data to a CSV file, like this:
Select your prospect list (from a list or a campaign),
Hit the Export button in the action bar
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.