Prospect Lists & Campaign Creation

Prospect Lists help you organize contacts and streamline campaign creation:

Creating Lists:

• Go to Prospects and click 'New List' in the sidebar
• Give your list a name and optional color
• Add prospects to lists via bulk operations or during import

Using Lists for Campaigns:

• From the Leads page 'Saved Leads' tab: select a prospect list and click 'Create Campaign from List'
• This navigates to the campaign creation wizard with the list pre-selected
• From Prospects page: select prospects, bulk 'Add to Campaign'

List Management:

• Each list shows a count of prospects
• Prospects can belong to multiple lists simultaneously
• Deleting a list does not delete the prospects — they remain in your workspace

Import to Lists:
When importing via CSV, you can choose to add imported prospects to an existing list or create a new one during the import wizard.

Best Practices:

• Create separate lists for different industries, roles, or campaigns
• Use descriptive names (e.g., 'SaaS CTOs - March 2026', 'E-commerce Decision Makers')
• Review and clean lists before creating campaigns — remove bounced or unsubscribed contacts

Related guides in Prospects & Data

• Managing Prospects & Contacts
• Use Your Existing Contacts in a New Campaign
• Contacts & CRM
• CSV Import (Advanced Guide)
• Leads Database (B2B Contacts)

Back to all documentation | Contact support