Leads

How do I save the people found to a list?

Select people in the discovery results table and save them to a CRM list; emails and campaigns work with these lists.

Discovery results appear in the table in the project chat. Open full table gives a wider view; sort and filter from the column headers.

To save:

  • select people and use Save selected to list,
  • or save everyone the current filter shows with Save all to list.

You can create a new list or add to an existing one. The same person is not added to the same list twice.

Lists live in the CRM. In AI personalization, emails are written for a list, and campaigns target a list. So make sure the people you want in a campaign are saved to a list.

Deleting a CRM list does not delete its leads from the project.

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