Who this is for: self-serve plans (Free, Starter, Pro, Scale). 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: Organize lead lists into nested folders by campaign, team, or stage. Share individual lists with teammates at Viewer or Editor access — no enterprise plan required. Every workspace has a protected Default list and a protected Extension Leads list.
Lead Lists and Folders
Folders keep your workspace tidy as it grows from a handful of lists to hundreds. Group lists by anything that makes sense — campaign, region, customer segment, sales stage — then share individual lists with the teammates who need them.
Lead list basics
- Full CRUD — create, rename, delete (except protected lists)
- Per-plan lead caps: Free 100 leads/list, Starter 2,500, Pro 2,500, Scale unlimited
- Two protected lists that cannot be deleted:
- Default — auto-created for every workspace
- Extension Leads — collects contacts captured via the browser extension
What folders give you
- Nested organization — folders can contain folders, no depth limit
- Filtered view — open a folder to see only the lists inside it
- No tier gate — folders are available on all self-serve plans
Common folder 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 Followups |
| By stage | Active, Working, Archived, Won, Lost |
| By customer segment | Enterprise, Mid-market, SMB |
Creating folders
- Open Lead Lists in the portal
- Click New folder
- Name it
- Drag-and-drop existing lists into it, or use Move to folder from any list's action menu
Sharing a list
Sharing is done at the individual list level:
- Open the list
- Click Share
- Pick teammates and roles:
- Viewer — read-only access to the list
- Editor — can modify rows, add columns, run actions
Per-list sharing is available on all self-serve plans and is not enterprise-gated. Folders do not have their own sharing or permission inheritance.
Folder permissions
| Action | Required role |
|---|---|
| View lists in a folder | Any user with access to those lists |
| Create a folder | Any user |
| Add a list to a folder | Owner of the list |
| Move a list between folders | Owner of the list |
| Delete a folder | Owner; protected lists inside are kept |
Tips
- Archive, don't delete. Create an
Archivedfolder for old lists you might want to revisit. - Use prefixes for sort order.
01 - Active,02 - Working,03 - Archivedkeeps the most-used folders at the top. - One folder per campaign. Easier to share and easier to clean up when the campaign wraps.
- Combine with Smart Columns. Folder structure handles "what bucket is this list in?"; filters and Smart Columns handle "which rows inside the list matter right now?"