Managing lead lists

A lead list is where your people live in Cleanlist. You import into a list, enrich inside it, and export or sync from it. This guide covers the Lead Lists page, sharing, limits, and working inside a list.

The Lead Lists page

Open Lead Lists from the sidebar (or press G then L). The page shows your folders and lists in one table:

Lists are sorted newest first; the headers do not re-sort. To narrow the table, use Owner (All Owners, You, or a teammate), the Favorites toggle, or the Find lists... search. Click the star on a row to favorite a list.

To act on several lists, tick their checkboxes: New becomes Actions, with Favorite and Delete.

Create a list

1. On Lead Lists, click New → New Lead List.
2. Type a List name and click Create list.
3. Cleanlist opens the empty list. Click Insert leads, or use Actions → Import to add people.

To add a description, use ⋯ → Edit afterwards. If you have no lists at all, Cleanlist creates one named Default for you; it is an ordinary list you can rename or delete.

Edit, share or delete a list

Each list row has a ⋯ menu with Open, Edit, Share and Delete. There is no duplicate option.

• Edit opens Edit Lead List: List name, Description, and Visibility (Private: "Only you and shared users"; Organization: "All team members").
• Share opens Share List (owner only, see below).
• Delete removes the list. Only the owner can delete a list.

Sharing and visibility

Open ⋯ → Share on the Lead Lists page, or the share icon in a list's toolbar.

In Share List:

1. Under Add people, pick a teammate and a role, then click Add Teammate:
   • Viewer (default): can open and read the list.
   • Editor: can also change it, for example add or remove leads, add columns, run actions, and move it into a folder.
2. People with access lists everyone who has access.
3. General access sets the list's visibility: Private ("Only you and invited people") or Organization ("Anyone in your org can view").

Rules:

• Sharing is available on every plan.
• You can share only with members of your current organization.
• Only the owner can change access settings, and only the owner can delete the list.
• Folders do not have their own sharing. Access is set per list.

Folders

Group lists into folders with New → New Folder, nest them with Create Subfolder, and drag a list onto a folder row to move it. See Lead list folders.

Protected lists

Cleanlist creates a few system lists automatically, per user, the first time you use the feature that fills them. They show a lock icon, and Edit, Share and Delete are disabled.

Protected lists do not count toward your plan's list caps. Leads inside them can still be copied to another list (select rows, then Actions → Copy to list).

Plan caps

When a list is full, imports and adds stop with a message such as "Your plan allows N leads per list". Split leads across lists, or upgrade in Settings → Plans & billing. AppSumo tiers have their own caps: see AppSumo plans. Legacy plans: see Legacy plans.

Inside a list: the grid

A list has two sheets, switched in the bottom bar: Leads and Companies. The bottom bar also shows "X of Y results". Rows load as you scroll (150 at a time); there are no pages.

The toolbar above the grid:

Default lead columns: Name, Job Title, Company, Primary Email, Personal Email, Phone, Phone 2, First Name, Last Name, LinkedIn URL, Contact Location, Company LinkedIn, Company Domain, Company Location, Headcount Range and Status. Hidden by default (turn on in N/M columns): Phone 3, Seniority, Years in Role, Years of Experience, Connections, Skills, University, Degree, Field of Study.

The Status column is the email's deliverability: Verified, Likely valid, Risky, Invalid or Unknown. It is not a processing status. While a lookup is running a cell shows "Pending...", and when nothing is found it shows "No email found", "No phone found" or "No personal email found".

Click a person's Name to open the lead detail drawer.

Filters

Click Filters (or Filter on this column in a column menu), then Add filter. Each row has a Field, an Operator and a Value. The first row starts with Where; every later row has its own And/Or. Rows combine in order from top to bottom, and the grid updates as you type. Clear all removes every filter.

• Lead fields include Name, First Name, Last Name, Company, Job Title, LinkedIn URL, Primary Email, Personal Email, Phone, Phone 2, Phone 3, Contact Location, Company LinkedIn, Company Location, Headcount Range, Company Domain, Seniority, Years in Role, Years of Experience, Connections, Skills, University, Degree, Field of Study, Email Status, Date Added, and any visible custom or AI column.
• Company sheet fields: Company Name, Domain, Industry, Headcount Range, Location, Company Type, Website.
• Text operators: Contains, Equals, Starts with, Ends with, Does not contain, Does not equal, Is empty, Is not empty.
• Headcount operators: Is, Is any of, Is none of. Number operators: Equals, Does not equal, Greater than, Less than, Greater than or equal, Less than or equal, Is empty, Is not empty.
• Email Status filters by Reliable, Risky or Unknown.

Two things to know:

• Contact data your workspace has not revealed counts as empty. "Primary Email is empty" matches rows that show Reveal email.
• Actions you run from the Actions drawer apply to the rows your filters show.

Column menu

Click a column header for: Rename column, Edit column, Sort A → Z, Sort Z → A, Filter on this column, Pin / Unpin, Hide, Blur column, and Delete. Deleting a column removes its data.

The + at the end of the header row adds a column; the + on the first column ("Add leads from source") opens the importer.

Selecting rows

Tick row checkboxes and open Actions in the selection bar:

• Leads sheet: Refresh, Enrich, AI Columns, Export, Copy to list, Delete.
• Companies sheet: Find People, Enrich, Export, Remove, Delete Leads.

The header checkbox selects the whole list when no filter or search is active. With a filter or search active, it selects only the matching rows loaded on screen, so scroll to the bottom first if the filtered set is long.

Hidden contact data and Reveal

Cleanlist sometimes already holds a contact's email or phone, for example because the same person was enriched before. Until your workspace pays for that value, the cell shows a button instead:

Revealing a stored value costs the normal price. Once anyone in your workspace has paid for a value, everyone in the workspace sees it.

Enrichment cache (30 days)

If the same person (same LinkedIn URL or identifier) was enriched in the last 30 days, Cleanlist serves the stored result instead of calling providers again. That result is billed at the normal price (1 credit per email, 10 per phone). Data a lead already holds is not billed again when you re-run enrichment on it.

Running actions on a list

Everything you do to many rows at once lives in the Actions drawer (⌘A): import, enrichment, Skills and exports. Each action has a run menu with Run on N rows (handy for testing a few rows first) and options for all or unfilled rows. See Actions drawer.

Remove leads

Select the rows, then Actions → Delete in the selection bar. To move leads instead, use Copy to list and then delete them from the original list.

Troubleshooting

Related

• Lead list folders
• Actions drawer
• Import leads from a CSV or Google Sheet
• Add and enrich single leads
• Exporting your data
• HubSpot and Salesforce