Add Leads to a List

Lists need leads. There are several ways to get them in — manually, from signals, via imports, or by combining other lists.

From the leads table

1. Go to Leads in the left sidebar.
2. Filter or search for the leads you want.
3. Select them using the checkboxes (or select all).
4. Click Add to List in the floating action bar.
5. Choose one or more lists from the dropdown.
6. Click Add.

From a signal (auto-add)

Configure a signal to automatically route discovered leads into a list:

1. Open the signal's detail page.
2. Go to the Auto-Add tab.
3. Select the target list.

Every time the signal runs, new leads are added automatically. See Auto-Add to Lists.

From a CSV import

1. Open the list's detail page.
2. Click Import in the toolbar.
3. Upload a CSV file and map the columns.
4. Imported leads are added directly to this list.

See Import Leads for the full CSV import guide.

From a post

When viewing a post's engagers:

1. Select the engagers you want.
2. Click Add to List.
3. Choose the target list.

From other lists

Combine existing lists to create a new one:

1. Go to Lists.
2. Select two or more lists.
3. Click Combine (union of all leads) or Intersect (only leads in both lists).

See List Operations.

Remove leads from a list

1. Open the list.
2. Select the leads to remove.
3. Click Remove from List in the floating action bar.

Removing a lead from a list doesn't delete them from your database — it only removes the list membership.