With the List feature, you can easily add new leads to a list or remove existing ones. Here’s how to do both:
Adding Data to a List
Step 1: Open the List Page
Go to the List page from the left sidebar.
Step 2: Select a List
Choose the list where you want to add data.
Step 3: Import Leads
Click the Import button.
Step 4: Upload CSV File
Upload your CSV file.
Map your CSV fields to the system fields (e.g., Name, Email, Company).
Click Upload to complete the process.
That’s it — your leads will be added to the list.
Deleting Data from a List
Step 1: Open the List Page
Go to the List page.
Step 2: Select a List
Choose the list that contains the leads you want to remove.
Step 3: Select Leads to Remove
You can either:
Use range selection to select multiple leads, or
Check individual boxes next to the leads you want to delete.
Step 4: Delete Leads
Click the trash icon to remove the selected leads.