Lists
Saved segments you import into, campaign from, and export.
2:57 walkthrough, recorded on real data.
Lists
A list is a named set of contacts. It is the unit of import and the unit of campaign enrollment. Static lists hold the members you add; Smart Search builds dynamic segments from grouped conditions and can save the results to a list or export them as CSV.
In this video
- Creating a list and adding members
- Importing a CSV into a list with column mapping
- Building a Smart Search segment
- Starting a campaign from a list
The capabilities
Everything below ships in every tier. You own the source, so any of it can be changed.
Static and dynamic
Hand-built lists, or Smart Search conditions across any field and tag.
CSV import
Map columns to built-in, company or custom fields; set stage, owner and tags on the way in.
Campaign-ready
Hand a list to the Campaign Wizard in one click.
Export
Any list or search result downloads as CSV.
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Global search
1:01Find anyone, anything, from one box.
145 million B2B contacts, wired into the CRM.
See it on your own data
Book 20 minutes and we will walk through Lists live, on your own market and data.
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