Who this is for: self-serve plans (Free, Starter, Pro, Enterprise). People and Companies are not available to workspaces with only an AppSumo lifetime deal. See the AppSumo documentation. Support agent: confirm whether the user is self-serve or AppSumo before giving plan-specific advice.
TL;DR: Lead Lists has three tabs: Lists, People and Companies. People and Companies show every person and company across the lists you can open, each once. Click a row for a quick view, or Open for its full page. Find on People searches everyone; Sort, Filters and the list chip narrow the table. A company page's Org structure loads leadership from Owner / Partner to Manager with one search (it counts against your search allowance, no credits).
People and Companies
People and Companies are views of the records in your lead lists. A person who is on three lists appears once on People; their employer appears once on Companies. Nothing is copied: add or remove leads in a list and these tabs follow.
Where to find them
- Lead Lists in the sidebar has three tabs at the top: Lists, People and Companies. The tabs open
/lists,/peopleand/companies. - Command palette: press Cmd+K (Ctrl+K on Windows) and type at least 2 characters. Matching records show in the People and Companies groups; pick one to open its page. The palette matches against your 100 most recently added people and companies; when you have more people, a row reads "Showing the 100 most recent of N — open People to search them all".
- From a record: a person's company card opens the company page, and a company's Contacts open each person's page.
Every page comes from your workspace's lists, so the tabs are empty until you have a list with leads. The empty page links to Browse lead lists.
The People tab
The table shows one row per person: Name, Title, Company name, Email, Phone, LinkedIn URL, Company domain, Company LinkedIn, Added to Cleanlist and Location by default. More columns (first and last name, headline, seniority, tenure, skills, past employers, company firmographics, enrichment and CRM details and others) are in the Columns chip. With a CRM connected, a column per CRM shows each person's sync status.
View, sort, search and filter
| Control | What it does |
|---|---|
| All People chip | Pick a lead list to see only its people, or All People for everyone. The chip shows the count |
| Sort | Sort by a column. The table opens sorted by Name A to Z. Most columns sort on the server, across everyone |
| Find | "Find by name, email, company…" searches every person on the server by name, email, job title, company name or company domain. Email matches only where the row shows the email |
| Filters | Text conditions on Name, First name, Last name, Title, Email, Phone, Company and Location |
Rows load 100 at a time as you scroll. Filters check the rows already loaded, so with a filter set the table keeps loading the rest. On a very large workspace it stops after about the first 5,000 people and says "Showing matches from the first N people — refine your search to narrow further."
Reveal email and phone
An empty Email or Phone cell has a Reveal email or Reveal phone button. It looks up that one person through the waterfall and writes the result to the person's lead:
| Button | Cost |
|---|---|
| Reveal email | 1 credit per work email found |
| Reveal phone | 10 credits per phone found |
Nothing is charged if nothing is found; the cell then reads "No email found" or "No phone found". A lookup needs a LinkedIn URL, or a full name and company domain.
New record
New record (top right) links to Find people on Find People and to Create a lead list.
The Companies tab
One row per company, with Name, Domain, Industry, Employees, Address and Last update by default. Columns adds website, company type, founded, LinkedIn, time zone, tagline, description, followers, size range, revenue and more. With a CRM connected, a column per CRM shows each company's sync status.
| Control | What it does |
|---|---|
| All Companies chip | Pick a lead list to see only its companies |
| Sort | The table opens sorted by Name A to Z. Name, domain, website, industry, company type, founded, employees, LinkedIn, last update, description, followers and revenue sort on the server |
| Find | "Find companies…" matches name, domain, address or industry |
| Filters | Text conditions on Name, Domain, Website, Industry, Company type, Address, LinkedIn and Employees |
Find and Filters on the Companies tab check the loaded rows and keep loading the rest, with the same limit of about 5,000. New record links to Find companies and Create a lead list.
To find people at these companies or enrich them, use the list's Companies sheet and its Actions drawer (for example Enrich Company).
Quick view and full page
Click a row to open a quick view on the right. Open at the bottom goes to the full page (/people/<id> or /companies/<id>), and Back on that page returns you to where you came from.
| Quick view | Tabs |
|---|---|
| Person | General, Company, All data |
| Company | General, Contacts, All data |
All data lists every stored field by section, for example Identity, Contact, Employment (current), Career history, Enrichment, CRM sync and Custom fields.
A person's page
| Section | What it shows |
|---|---|
| Header | Photo, name, headline or title, and chips for email (with its status), phone, LinkedIn, Twitter and location |
| About | The profile summary |
| Employment and profile details | Seniority, function, department, time in role and at the company, total tenure, connections, followers, certifications, GitHub |
| Work history and Education | The first 3 entries, then Show N more |
| Skills & languages | Skills and languages |
| In lead lists | Every list the person is on; click one to open it |
| Calls | Calls made to this person from Cleanlist |
| Current company | The employer with headcount, founded, location, industry and revenue; click it for the company page |
| Other contacts | Other people in your lists at the same company |
The email chip opens your mail app. The phone chip places the call from Cleanlist when built-in calling is on for you, and otherwise opens your phone app.
A company's page
| Section | What it shows |
|---|---|
| Header | Logo, name, tagline, domain, LinkedIn and Website buttons, "Updated …" and a Limited data badge when Cleanlist has little on the company |
| At a glance | Industry, type, employees, revenue, founded, headquarters, followers |
| About | The company description |
| Org structure | Leadership by level and department, loaded on click. See below |
| Industries and Locations | Every industry and office, with the HQ marked |
| In lead lists | Every list the company is on |
| Contacts | People in your lists at this company. With more than 4, a "Search contacts..." box appears; click a person to open their page |
To refresh the company's firmographics, run Enrich Company on a list's Companies sheet.
Org structure
The Org structure section shows who leads the company, from the top down:
| Level | Included |
|---|---|
| Owner / Partner, CXO, Vice President, Director, Manager | Yes |
| Senior, Entry, Training | No |
How it works:
- Open a company page and click Show org structure ("Leadership by level and department, from owners down to managers. Uses one search.")
- Cleanlist runs one Find People search for people currently at the company's domain at Manager level or above, and takes the first 25 results
- People are grouped by level, then by department (Sales, Marketing, Engineering and so on). When the data has no department, it is guessed from the job title, and people it cannot place go under Other
- Each level shows up to 9 people, then Show N more. When the company has more than 25 such people, a note reads "Showing 25 of N people at manager level and above"
- Click a person to open their LinkedIn profile
What to know:
- It uses one search. Each click runs one Find People search and counts against your workspace's search allowance: one of Free's 5, one of Starter's monthly searches or the Pro trial's, unlimited on Pro and Enterprise. It costs no credits.
- It loads on click, not on page open, and is not saved: opening the page again shows the button again.
- It needs a domain. Companies without a domain have no Org structure section.
- It is a sample on large companies. 25 people, in the search provider's order, so a large company shows some people at each level, not everyone.
- The people are not added anywhere. To save or enrich them, run a Find People search on the company and use Add to list.
- If the search fails or you are out of searches, the section shows the reason and Try again.
Related
- Find People: search for new people and companies
- Managing lead lists: the lists these tabs are built from
- Actions drawer: enrich, validate and export a list
- Company Enrichment: firmographics, open jobs and reviews
- Waterfall enrichment: how emails and phones are found