What is a Lead List?
A lead list is a named collection of leads in your workspace. Lead lists are used to organise leads by segment, source, or campaign — and to assign a specific group of leads to a campaign.
Creating a Lead List
- Go to Leads in the sidebar.
- Click New List.
- Enter a descriptive name (e.g., "Q3 SaaS Founders NYC" or "SaaStr 2025 Attendees").
- Click Create.
Adding Leads to a List
- From Discovery — Select the list during discovery setup. Extracted leads go directly into it.
- CSV Import — Select the list when importing a CSV file.
- Manual Add — From the Leads page, click Add Lead and enter a LinkedIn profile URL.
Removing Leads from a List
- Open the lead list.
- Select one or more leads using the checkboxes.
- Click Remove from List.
This removes the leads from the list but does not delete the lead record from your workspace.
Viewing Lead Details
Click any lead's name to open their detail page. You'll see their enriched profile data, campaign activity history, messages sent/received, and any notes you've added.