The lists are the tags or labels, which you can use to organize your prospects. In Prospect.io you can create an unlimited number of lists.
How to create a prospect list
You can create a list from the prospect page or from the dropdown.
Create a list from the prospects page
You can create new lists and manage existing lists from the Prospects page. Just click the + sign in the Lists menu.
Create a list from the dropdown
You can create a new list directly from any list dropdown (i.e., in filters, while updating prospects, etc.). Simply type the name of the list in the search field. If the list doesn't exist you'll be able to create it directly from there:
Building your prospect list
List building is the process of acquiring email addresses in order to constitute a list of prospects you can then start contacting.
Prospect.io helps you grow your lists quickly in different ways:
Add existing prospects to a list
You can add existing prospects to a list individually from the prospect's panel, or in bulk.
Add an existing prospect to a list from the prospect's panel
You can add a specific prospect to a list from the prospect panel.
Click on the needed prospect.
Click the pencil icon on the Details block.
Navigate to the List selector, choose or create a list.
Click the Save button.
Add existing prospects to a list in bulk
In Prospect.io a prospect can be in multiple lists at the same time. If you need to add some existing prospects to a new list, you just need to:
Select the needed prospects and click Manage prospects
Click Bulk edit
Scroll to the Lists section, select the Add to lists option, and choose the existing lists or create new ones.
Set a list as a favorite
You can add lists and segments to the Favorites menu, which is shown above your other segments and lists, to have quick access to them.
To do so, just click on the actions button (three dots) > Add to Favorites.
Remove prospects from a list
You can remove your prospects from the lists individually from the prospect's panel, or in bulk.
Remove 1 prospect from a list
Open the needed prospect's panel.
Click anywhere on the Details panel and edit the Lists.
Don't forget to save the changes.
Remove multiple prospects from a list
Navigate to the Prospects page.
Select the needed prospects and click Manage prospects.
Click Bulk edit
Select Lists > Remove from current value > choose the list(s) from which you what to remove prospects > Save.