How to work with the list?

The list is a critical part of your campaign; it includes every potential sale lead you want to reach out to in your cold outreach campaign.

Some of this feature's capabilities are:

• Adding recipients to the New List

• Managing the list

• Removing recipients from the list

Let's look into it in more detail in the following sections.

Adding records to the New list

1. Go to the workspace page and select the recipients you would like to add to the list.

2. Click on "Lists" and select Add to the List.

1. You will prompt with a pop-up to input the name of the list and press Enter to create the new list

2. Click on the Add To List button to add records to the list.

1. To add records to the existing list:

• Click on Select list

• Choose the list from the drop-down menu.

• When the list is selected, click on Add to list.

Managing your lists

You can manage your list effectively from the Lists tab.

1. Search will let you quickly find necessary profiles based on specified criteria.

   Type the recipient’s name or add filters in the search bar at the top. It will cover all your recipient's lists.

2. The active / Archive tab will allow you to switch between active and archived lists.

3. The actions button will allow you to rename the list, or restore any deleted list from the archive.

Removing recipients from lists

1. Go to the workspace page and select the records you would like to remove from the list.

2. Click on Lists and next click on Remove from List.

1. You will have all lists of which selected prospects were added.

2. Click on the cross button to remove the selected prospect from the list.

You can choose multiple lists from which you want to delete your recipients

If you have any questions, please send us an email at [e-mail], and we'll be happy to help! 😉