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Lists

Add leads to a list

Fill a lead list from Finder, the feed, a file, or another list.

Open the lead list, then add people. An empty list shows Add leads and the heading Organize leads in a list.

From the list

  1. Open the lead list.
  2. Click Add leads.
  3. Choose a source in Add Leads.

Sources include LinkedIn Profile, CSV File, Post Engagers, LinkedIn Search, Sales Nav Search, Account Employees, and From Existing List. HubSpot CRM and Pipedrive CRM appear when that CRM is connected. The full set is on Import leads.

From Finder or the feed

  • In Finder, select people and click Add to list.
  • In Signals Feed, select leads and click Add to list.

Remove someone

  1. Open the list.
  2. Select the leads.
  3. Click Remove 2 from list. The number matches how many rows you selected.

That drops them from this list. It does not delete the person from the workspace. Delete does.

Create a list

Create a lead list or an account list.

List operations

Combine or intersect lists into a new one.

On this page

From the listFrom Finder or the feedRemove someone