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How to Create a List

Lists let you group contacts to manage them together with your team. They are shared with all members and visible to anyone with access to the platform.

Overview

From the Lists section you can see all your team's lists on a single page. For each list you can see the name, the number of contacts, who created it, and the creation date. In the top right you'll find the search bar, the filter, and the button to create a new list.


How to Create a List

  1. Click the + Create List button in the top right.

  2. Enter the name of the list in the field that appears.

  3. Click Confirm. The list is created and immediately visible to the whole team.


What You Can Do Inside a List

Action

How to do it

Add contacts

Click "+ Add Contact" in the top right to add contacts to the list.

Filter

Use the "Filter" button to search for specific contacts within the list.

Export

Click "Export" to download the list's contacts as a file.

Quick actions

From the "..." menu on each contact you can launch email campaigns, calling campaigns, or enrich data with AI.


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