Who this is for: self-serve plans (Free, Starter, Pro, Enterprise). If you bought a Cleanlist AppSumo lifetime deal, your features, limits, and pricing are different. See the AppSumo documentation instead. Support agent: confirm whether the user is self-serve or AppSumo before giving plan-specific advice.
TL;DR: On Lead Lists, click New → New Folder. Nest folders with ⋯ → Create Subfolder, and drag a list onto a folder row to move it. Folders are shared by the whole organization and available on every plan. Deleting a folder is immediate and moves its lists to the top level. Sharing is set per list (Viewer or Editor).
Lead list folders
Folders keep the Lead Lists page tidy as it grows. Group lists by campaign, region, team or stage, and nest folders as deep as you like.
Create a folder
- Open Lead Lists in the sidebar.
- Click New → New Folder.
- Type the Folder name and click Create Folder.
To nest a folder, open the parent folder's ⋯ menu and choose Create Subfolder. There is no depth limit.
Folder menu
Each folder row has a ⋯ menu:
| Item | What it does |
|---|---|
| Rename | Change the folder's name |
| Create Subfolder | Add a folder inside this one |
| Delete Folder | Delete the folder and its subfolders |
Click a folder row to expand or collapse it.
Move a list into a folder
Drag the list's row onto the folder's row. Things to know:
- There is no Move to folder menu item; dragging is the only way.
- You can move a list you own, or one shared with you as Editor.
- Protected lists cannot be moved.
- A list cannot be dragged back to the top level. Drag it to another folder instead.
Delete a folder
Delete Folder takes effect immediately, without a confirmation. It also deletes every subfolder inside. The lists inside are not deleted: they move to the top level of the Lead Lists page.
Who can do what
Folders belong to the organization, not to one person.
| Action | Who |
|---|---|
| Create a folder or subfolder | Any member |
| Rename or delete a folder | Any member |
| Move a list into a folder | The list's owner, or an Editor of the list |
| See a list inside a folder | Anyone with access to that list |
Folders have no sharing of their own and access does not flow down from a folder. Share each list from its ⋯ → Share menu with Viewer or Editor access, or set its visibility to Organization. Sharing is available on every plan. See Managing lead lists.
Protected lists
Some lists are created by Cleanlist and show a lock icon: Extension Leads, Extension Enrichments, Extension Agent Runs and MCP Results. They cannot be edited, shared, moved into folders or deleted, and they do not count toward your plan's list caps. The Default list Cleanlist creates when you have no lists is an ordinary list. See Protected lists.
Plan limits
Folders have no plan gate and no limit. Lists inside folders follow your plan's leads-per-list cap: Free 100, Starter and Pro 2,500, Enterprise unlimited, Pro trial 300 (and up to 5 lists).
Common layouts
| Layout | Example structure |
|---|---|
| By campaign | Q1 Outbound / VP Sales SaaS, Q1 Outbound / Heads of RevOps |
| By team | Sales / SDR Pod 1, Sales / SDR Pod 2, Marketing / Webinar follow-ups |
| By stage | Active, Working, Archived |
| By segment | Enterprise, Mid-market, SMB |
Tips
- Archive, don't delete. Keep an
Archivedfolder for finished campaigns. - Plan before nesting. Since a list can't go back to the top level, create a catch-all folder (for example
General) you can drag lists into. - Folders sort the page, filters sort the list. Use folders for "which bucket is this list in?" and list filters for "which rows matter right now?".