Contact Lists

Contact Lists help you organize leads into groups for targeted campaigns and better segmentation.

Overview

Use Contact Lists to:

• Group leads by criteria
• Target specific segments in campaigns
• Organize imported contacts
• Track campaign audiences

Accessing Contact Lists

Navigate to Activation → Contact Lists in the sidebar.

Creating a List

Manual Creation

1. Click Create List
2. Fill in the form:

Field	Required	Description
Name	Yes	List name (e.g., "Tech Companies NYC")
Description	No	What this list contains

3. Click Create

From CSV Import

1. Click Import CSV
2. Select or create a list
3. Upload and map your CSV
4. Import contacts

List Dashboard

The dashboard shows all your lists with:

Column	Description
Name	List name
Description	List description
Contacts	Number of contacts in list
Created	When list was created
Actions	Edit, view, delete options

Managing List Items

Viewing Contacts

1. Click on a list name
2. Or click the "View" icon
3. See all contacts in the list

Adding Contacts

Add manually:

1. Open the list
2. Click Add Contact
3. Search for existing leads
4. Select and add

Add from import:

1. Click Import to List
2. Upload CSV
3. Map columns
4. Import

Add from search:

1. Perform a lead search
2. Select leads
3. Click Add to List
4. Choose destination list

Removing Contacts

1. Open the list
2. Select contacts to remove
3. Click Remove Selected
4. Confirm removal

INFO

Removing from a list doesn't delete the lead from your database.

Using Lists in Campaigns

In Activation Campaigns

1. Create an Activation Campaign
2. Select a Contact List as target
3. Configure campaign settings
4. All list contacts receive outreach

In Google Maps Agents

1. Configure Google Maps Agent
2. Enable activation
3. Collected leads are added to CRM
4. Optionally add to a specific list

List Best Practices

Naming Convention

Use descriptive, consistent names:

• Industry - Location - Qualifier
• Example: Tech - NYC - Enterprise

Organization Strategies

Strategy	Use Case
By Industry	Segment by sector
By Location	Geographic targeting
By Campaign	Track campaign audiences
By Source	Organize by origin
By Stage	Funnel-stage lists

Size Recommendations

List Size	Best For
< 100	Highly targeted campaigns
100-500	Standard campaigns
500-1000	Larger outreach
> 1000	Mass campaigns (use carefully)

List Statistics

Each list tracks:

Metric	Description
Total Contacts	Number of contacts
With Email	Contacts with email addresses
With Phone	Contacts with phone numbers
Campaign Uses	Times used in campaigns

Exporting Lists

Export a list to CSV:

1. Open the list
2. Click Export
3. Download CSV file

Exported data includes:

• All contact fields
• List membership
• Contact metadata

Merging Lists

Combine multiple lists:

1. Select lists to merge
2. Click Merge Lists
3. Name the new list
4. Choose handling for duplicates:
   • Skip duplicates
   • Keep all

Splitting Lists

Divide a list:

1. Open the list
2. Click Split List
3. Choose split criteria:
   • Random split (50/50, 70/30, etc.)
   • By field value
   • By alphabet

Dynamic Lists

INFO

Dynamic lists that auto-update based on criteria are coming soon!

Troubleshooting

Contacts not appearing

• Verify import completed
• Check for duplicates
• Refresh the page
• Review import errors

Can't delete list

• Remove from active campaigns first
• Complete or pause campaigns using the list

List shows wrong count

• Refresh the page
• Check for recent imports
• Verify no bulk operations in progress

Related Features

• Importing Leads - Bulk import to lists
• Activation Campaigns - Campaign targeting
• Lead Management - Overall lead management