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 choose either:
Add New List — name an empty list, or
Upload Lists File — upload a CSV of leads into a new list.
Your new list appears with its Name, Date, Created By, and Total Leads count.
Work with a list
Search lists by name, filter by creator using All Members, and sort by newest or oldest.
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:
Click Add Leads to add more
Select leads to create a deal, meeting, or task for the selection
Remove leads from the list
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.