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Managing Lists

Lists are how you organize prospects in graph8. Every search result you save, every CSV you upload, and every audience you build lives as a list. You can also create an empty list and add records to it later.

Viewing Your Lists

Go to Data → Lists to see all your lists.

The Lists page: every list with its type, status, dynamic-list state, source, total records, tags, and created date, plus the Create List button

Each row shows:

  • Name: the label you assigned
  • Type: whether the list holds Contacts or Companies
  • Status: processing state (e.g. Completed)
  • Dynamic List: whether the list auto-updates from a saved filter
  • Source: where the records came from (graph8, Visitor, an import, etc.)
  • Total Records: number of records in the list
  • Tags and Date Created

Creating a List

Click + Create List in the top-right. Pick whether the list holds Contacts or Companies, give it a name, then choose how to populate it.

The Create list dialog: pick Contact or Company, name the list, then Create & add contacts or Import CSV instead

Create an empty list

Name the list and click Create & add contacts. This creates the list immediately and drops you into it so you can add records by hand (Add Contact), from Search, or from a CSV. Use this when you want the list to exist first and fill it later.

Import from a CSV

Name the list, then click Import CSV instead to open the upload wizard. It walks through four steps:

  1. Upload: drag and drop your file or click Choose File (supports .csv, .xlsx, and .xlsm)
  2. Preview File: confirm the rows were read correctly
  3. Map Columns: match your spreadsheet columns to graph8 fields
  4. Preview Result: review before the records are created

The Upload File wizard: Upload, Preview File, Map Columns, Preview Result; accepts .csv, .xlsx, and .xlsm

From Data → Search, run a search and save the results to a new (or existing) list. See Prospecting for the full search-to-list flow.

Inside a List

Open a list to see its records in a grid. The toolbar gives you List / Enrichment views, Filter, Views (saved filter views), Download, Add Contact, and a three-dot menu of bulk actions.

A list opened to its grid: Name, Job Title, Company, Website, Owner, Source columns with the List/Enrichment, Filter, Views, Download, and Add Contact controls

Filtering Contacts Within a List

Filter TypeHow It Works
Text searchSearch by name, email, company, or title
Column filtersFilter any column: title contains “VP”, company size > 200, etc.
SortSort by any column ascending or descending
Saved viewsSave a filter combination as a reusable view from the Views menu

Filters are additive; each one narrows the results further.

Bulk Actions

Select records (or use the header checkbox to select the page, then Select all N in this list), then open the three-dot (⋮) menu:

The bulk actions menu: Merge Lists, Clone List, Verify Emails, Unlock Selected, Add to Suppressions, and Delete

ActionDescription
Merge ListsCombine this list with another
Clone ListDuplicate the list
Verify EmailsRun a fresh email-verification pass on the selected records
Unlock SelectedReveal locked contact info for the selected records
Add to SuppressionsExclude the selected contacts from outreach (see Suppressions)
DeleteRemove the selected records from the list

To export, use the Download button in the toolbar; it downloads the visible columns (including custom enrichment and AI columns) as a CSV. Hide any columns you don’t need before exporting to control the output.

Apply to the Full List

When you select the page, a banner offers Select all N contacts in this list, so a bulk action can target every matching record, not just the rows currently loaded. Combine with filters first (for example, filter to VPs at 200+ employee companies, then select all and act) to bulk-act on large lists safely.

List Types

TypeDescription
Contact listsHold individual people (the most common list)
Company listsHold companies/accounts
Dynamic listsAuto-updating lists driven by a saved filter; records that match are added automatically

Picking Lists from Dropdowns

When adding contacts to a list (from prospecting, sequencer, or workflows), the list-picker dropdown supports infinite scroll and type-to-search, so orgs with hundreds of lists no longer hit a hard cap when picking the destination.

Deleting Lists

When you delete a list, it is removed from all selection dropdowns across the platform, so it will no longer appear when choosing lists for routing, sequencing, or filtering.

Next Steps