Lists let you organize leads into named groups — by campaign, segment, territory, or any structure that fits your workflow.
Create a list
Open CRM → Lists.
Click Add New List and either:
Name an empty list and continue, or
Upload a CSV of leads into a new list.
Your new list appears with its Name, Date, and Total Leads count.
Work with a list
Search lists by name and sort by date.
Download a list as a CSV from the row action.
Select lists and click Delete to remove them.
Inside a list
Click a list to open it and see every lead with their Name, Email, Company, and Job Title. From here you can add more leads, or select leads to create a deal, meeting, or task for the selection.
Tips
Name lists consistently — including segment and month makes them easy to find later.
Removing a lead from a list doesn't delete the lead; it remains in your Leads tab.