The List feature in Success.ai works like a lightweight CRM. It allows you to easily store, manage, and organize your leads in one place. From there, you can add them into campaigns without losing your master database.
You can:
Import leads from LeadFinder directly into a list.
Upload your own leads via CSV file.
Manage leads as Companies or People.
Why Use Lists?
Using Lists keeps your data organized and reusable. Instead of manually entering leads each time you launch a campaign, you can:
Keep one clean version of your leads.
Upload them to campaigns whenever needed.
Update or export data without losing track.
This makes outreach faster and ensures your data always stays intact.
How to Use the List Feature
Step 1: Open the Lists Section
Go to the Lists section from your dashboard.
You’ll notice two options when creating or uploading data:
Companies
People
Choose the section that fits the type of data you’re managing.
Step 2: Add Leads to a List
You have two ways to add leads:
Import from LeadFinder
When using LeadFinder, simply select the leads you want.
Choose Add to List and pick the destination list.
Upload via CSV
Click Import button in the Lists section.
Match your CSV fields to the system fields (like name, email, company, etc.).
Confirm upload, and your data will be added.
Step 3: Manage Your Lists
You can create a new list or delete a list by following this guide: How to Create or Delete Lists
You can export, add, or remove leads from a list by following this guide: How to Manage Lists
Example Use Case
Say you’ve used LeadFinder to find 200 leads in the Software industry.
Import them directly to a list called “Software Leads – Q3”.
Later, you can select this list and upload it into a new outreach campaign without having to re-import or re-upload the data.
The master list stays intact for future use.
FAQs
Q: Can I use one list across multiple campaigns?
A: Yes! That’s one of the main benefits — your list stays intact, and you can reuse it across as many campaigns as you like.
Q: What’s the difference between People and Companies in Lists?
A: People lists are for contact-level details (like individual names and emails), while Companies lists are for organization-level data.
Q: Can I edit leads once they’re uploaded?
A: Yes, you can update details or remove entries at any time using the list management options.
Q: How do I delete a list completely?
A: Follow our step-by-step guide here: How to Create or Delete Lists.
Q: How do I export my data?
A: Easy! Just follow the instructions here: How to Manage Lists.
👉 With Lists, you’ll always have a structured, CRM-like database of your leads ready to go for any campaign.