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Features
Lead List Folders

TL;DR: Folders organize your lead lists by team, campaign, or stage. Share at the folder level to grant access to every list inside it at once.

Lead List Folders

Folders are how you keep a Cleanlist workspace tidy as it grows from a handful of lists to hundreds. They let you group lists by anything that makes sense for your team — campaign, region, customer segment, sales stage — and apply permissions at the folder level.

What folders give you

  • Nested organization — folders can contain folders, no depth limit
  • Bulk operations — move, archive, or delete lists in bulk by selecting a folder
  • Inherited sharing — sharing a folder shares every list inside it
  • Filtered views — open a folder to see only the lists inside it

Common folder layouts

LayoutExample structure
By campaignQ1 Outbound / VP Sales SaaS, Q1 Outbound / Heads of RevOps
By teamSales / SDR Pod 1, Sales / SDR Pod 2, Marketing / Webinar Followups
By stageActive, Working, Archived, Won, Lost
By customer segmentEnterprise, Mid-market, SMB

The right structure depends on how your team thinks about leads. Pick one and stay consistent.

Creating folders

  1. Open Lead Lists in the portal
  2. Click New folder
  3. Name it
  4. Drag-and-drop existing lists into it, or use Move to folder from any list's action menu

Sharing a folder

  1. Open the folder
  2. Click Share
  3. Pick teammates and roles:
    • Viewer — read-only access to every list in the folder
    • Editor — can modify rows, add columns, run actions

Sharing is inherited recursively — sharing a parent folder shares every nested folder and list inside it. You can override on a per-list basis if you need finer-grained control.

The DEFAULT list

Every Cleanlist user has a protected DEFAULT lead list that collects contacts enriched via the Public API. The DEFAULT list lives at the workspace root by default — you can move it into any folder you want, but you can't delete it.

See Lead Lists API for details.

Folder permissions and visibility

ActionRequired role
View a folderViewer or Editor on the folder (or any parent)
Add a list to a folderEditor on the folder
Move a list between foldersEditor on both source and destination
Delete a folderEditor on the folder; protected lists inside are kept
Share a folderOwner or Editor

Tips

  • Archive, don't delete. Create an Archived folder for old lists you might want to revisit. Cheaper than deletion and still keeps the workspace clean.
  • Use prefixes for sort order. 01 - Active, 02 - Working, 03 - Archived keeps the most-used folders at the top.
  • One folder per campaign. Easier to share with the SDR running it, easier to delete when the campaign wraps.
  • Combine with filters and Smart Columns. Folder structure handles "what bucket is this list in?"; filters and Smart Columns handle "which rows inside the list matter right now?"

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