The List feature lets you organize your leads into groups, making it easy to keep track of people or companies. Here’s how to create and delete a list.
Creating a List
Step 1: Open the List Section
Click on List from the left sidebar.
Step 2: Choose People or Company
On the list page, in the View section, select People if your list is for individuals, or select Company if it’s for organizations.
Step 3: Add a New List
Next to the view options, you’ll see a plus (+) sign. Click it to create a new list.
Step 4: Name and Save
Enter the name of your list and click Create.
That’s it — your new list is ready.
Deleting a List
Step 1: Go to the List Page
From the left sidebar, open the List page.
Step 2: Select the List
Choose the list you want to delete.
Step 3: Delete the List
Click the trash icon in the upper-right corner of the list section.
Confirm the deletion.
⚠️ Note: Deleting a list will also delete all the leads stored in that list.