List Management – Feature Guide

1. Feature Overview

Lists are groups or collections of leads organized based on specific criteria. You can create lists to segment leads by location, stage, activity, tasks, etc. For example, leads from a particular city, those who opened an email campaign, or those scheduled for follow-ups.

The Manage Lists page lets you create, edit, and view all your lists in one place. You can access lists created by you as well as those shared by other users. Once created, lists can be used to –

• Send email or SMS campaigns
• Set up automations
• Perform bulk actions like updates, exports, or posting activities

2. Create a List

LeadSquared supports three types of lists:

• Static Lists: Contain a fixed set of leads. Leads must be added or removed manually. When a lead who meets the criteria of the static list is added to your system, the list won’t get updated automatically. For example, a list of participants from a specific webinar.
• Dynamic Lists: Automatically update when a lead who fulfills the criteria of the dynamic list is added. For example, once conditions are set up to add leads from a particular city (Bangalore), whenever a new lead’s location is selected as “Bangalore”, it will automatically be added to the list.
• Refreshable Lists: Contain leads based on specific criteria but do not update automatically. The list gets updated only when the list is manually refreshed. For example, a list of leads who opened an email campaign in the past week, refreshed periodically to include the latest data.

The following steps describe how you can create static, dynamic, refreshable and empty lists.

2.1 New List

1. From the LeadSquared main menu, navigate to Lead Management>Lists.
2. Click Add List.
3. On the Create List pop-up, select the search conditions from the available drop-downs and click Add.
4. Once you’re done, click View Leads. On viewing the list, click Proceed To Save.
5. On the next page, depending on your requirement, you can Save List as Static List, Dynamic List. or Refreshable List.
6. Enter a name and description for the list and click Create List.

2.2 Create Empty List

If you don’t have any data yet but expect to add some in the future, you can create an empty list as a placeholder. For example, if you want to keep track of important leads, you can create an empty list beforehand. As you interact with new leads and identify those with strong interest, you can simply add them to the pre-created list.

1. From the LeadSquared main menu, navigate to Lead Management>Lists.
2. Click Create Empty List.
3. Provide a name and add a description to the list.

3. Manage Lists Page

On the Manage Lists page, you can perform the following actions –

• View all lists
• Send emails and SMS to lists
• Edit, delete, hide lists, and other custom actions

3.1 Search Lead Lists

On the Manage Lists page, use the search bar on the top-left corner to find existing lead lists. You can also search by the List Type and Created By options.

3.2 Row Actions

To view the list of actions available, on the Manage Lists page, hover your cursor over the Actions icon alongside the relevant list.

3.3 Bulk Actions

This allows you to delete and hide lists on the Manage Lists page. To do this –

1. Select the list on which you want to perform these actions by clicking the checkbox next to the list.
2. Select Delete or Hide from the Bulk Actions.
3. Confirm your choice on the confirmation pop-up.

4. List Details Page

You can perform the following actions on the List Details Page –

4.1 Search for Leads

You can find specific leads within the list by using different search criteria from the Search Tab or the Filter option. They are –

4.2 Add Leads

In addition to creating new leads to add to your list, you can also add existing leads from your account to a list, based on a particular criteria. To add existing leads to Static and Empty Lists –

1. Click the Add Leads button on the List Details page.
2. Set the relevant condition to find leads and click Add.
3. Click View Leads to see the count of the leads who satisfy this criteria, their names and email address.
4. Click Add To List to add all the leads to the list.

4.3 Row Actions

You can perform lead actions on the leads available within the list. To know how to perform these actions, refer to Manage Leads.

Individual Lead – Alongside a lead, hover your cursor over the Actions icon, and select the action you want to perform from the list of available actions.

Bulk Actions – Select the leads, and hover your cursor over the More Actions button. From the dropdown list, select the action that you want to perform.

4.4 List Actions

You can perform actions on the entire list, which includes all the leads present within the list. To do this, hover your cursor over the List Actions button available on the top-right corner of the page. The list of available actions are –

4.5 List View

On the List Details page, you can change the fields that are displayed on the grid. To do this –

1. One the right side of the grid, click the Manage Columns icon.
2. On the Manage Columns pop-up, select the fields that you want to view on the grid.
3. Once you’re done, click Update.
4. You can also change the current view to default by clicking Restore Default.

To learn more, see How to Customize Columns.

5. FAQs

Why can’t I see the ‘Delete All Leads’ option under the list actions for dynamic and static lists.
The option to ‘Delete All Leads’ is only available for static lists (under list actions). To delete leads from dynamic or refreshable lists, bulk select the leads and then under the Actions menu, click Delete.

Any Questions?

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