Managing Lead Lists

Lead lists are the foundation of organizing your enriched contacts in Cleanlist. This guide covers creating, managing, and sharing lists effectively.

Overview

Lead lists help you:

• Organize contacts by campaign, source, or purpose
• Track enrichment progress per group
• Export segments for specific use cases
• Manage CRM syncs
• Apply Smart Columns to specific audiences

Protected lists

Every workspace has two protected lists that cannot be deleted:

Per-plan lead caps

Creating Lead Lists

Method 1: During enrichment or import

When uploading a CSV or starting an enrichment, choose Create new list at the list-selection step.

Method 2: From the Lists page

1. Navigate to Lists in the sidebar
2. Click Create New List
3. Enter:
   • Name (required): Descriptive name
   • Description (optional): Purpose, campaign, etc.
4. Click Create
5. Add leads later via enrichment or import

Naming best practices

• "Q4 2024 Enterprise Outreach"
• "TechConf NYC Attendees - March 2024"
• "Fortune 500 VPs - Email Verified"

Avoid generic names like "List 1" or "Test" — they become impossible to distinguish quickly.

Viewing Lead Lists

Lists overview page

Columns displayed: List Name, Lead Count, Created, Last Updated, Actions.

Sort by name, size, or date. Search by list name.

Favorites: star a list to favorite it. Favorited lists are pinned for quick access from the Lists page.

Individual list view

The lead table shows standard fields (Name, Email, Phone, Company, Title), Smart Column data, and enrichment status indicators.

Table features: sorting, filtering, search, bulk selection, pagination.

Managing Leads

Adding leads

• From enrichment: select the target list during the enrichment flow
• From CRM: configure CRM integration and set the destination list
• Manual: open the list, click Add Lead, fill in the details, save

Removing leads

Single lead: hover the row → trash icon → confirm.

Multiple leads: select checkboxes → Delete Selected → confirm.

Editing lead information

Click any lead row to open the detail panel. Edit fields directly — changes save automatically.

Sharing a list

Share any list with teammates directly:

1. Open the list
2. Click Share
3. Add teammates and set their role:
   • Viewer — read-only
   • Editor — can modify rows, add columns, run actions

Per-list sharing is available on all self-serve plans.

Smart Columns

Adding Smart Columns to lists

1. Open any lead list
2. Click Add column → Smart Column
3. Choose the column type and configure it
4. Run on selected rows or the full list
5. Results appear in real-time

Managing Smart Columns

• Edit: click column settings icon → modify configuration → re-run on selected rows
• Delete: click column settings → Delete Column → confirm (data permanently deleted)
• Smart Column data is included in CSV exports

List settings

Access via the gear icon on the list page:

• Name / Description: rename or update
• Sharing: add or remove collaborators
• Enrichment defaults: auto-enrich new leads on/off, default enrichment type, duplicate handling

Organizing with folders

Use folders to group lists by campaign, team, or stage. Folders support nesting and are available on all plans with no tier gate. See Lead List Folders for full details.

Exporting

Open any list and click Export. Cleanlist supports CSV (signed Azure Blob URL, 24 h TTL) and JSON (paginated). See Exporting Data for full details.

CRM sync

If CRM integration is configured (HubSpot or Salesforce, Pro+):

1. Open the list
2. Click Sync to CRM
3. Map fields (first time only)
4. Start sync and monitor progress

Best Practices

List organization

• One campaign or purpose per list
• Use descriptive names with dates
• Move finished campaigns to an Archived folder rather than deleting

Data quality

• Run the duplicate_detection smart column before major campaigns
• Use email_validation (0.5 cr/row) before large sends to catch invalid addresses
• Re-enrich quarterly for active lists — cached enrichment is 2 months fresh. Note that re-enriching from cache is billed at the normal rate (1 credit per email, 10 per phone); cache hits are not free

Performance

• Break very large lists into segments for faster loading
• Use the "First 10" option to test Smart Column queries before running them across the full list
• Filter to a subset before exporting if you only need a segment

Troubleshooting

List won't load

• Clear browser cache
• Hide Smart Column columns temporarily (reduces render time)
• Split lists with very large numbers of leads into smaller segments

Missing leads

• Check for active filters (clear them)
• Check for an active search term

Export errors

• Try exporting a smaller selection first
• See Exporting Data for format-specific guidance

Duplicates not detected

• Check that email/phone formats are consistent
• The duplicate_detection smart column handles format variations more robustly than the UI check

Learn More

• Export your data
• Lead List Folders
• Smart Columns
• Set up CRM integrations
• Learn about bulk enrichment