Overview
A list is a collection of companies or people that you assemble for a task, such as preparing event follow-up or organizing accounts for a campaign. You can add records individually, collect existing records that match filters, or upload a CSV. Share the list with teammates when you want to work from the same set of records. Each list contains either companies or people. A company list helps you organize accounts; a people list supports contact-level work such as sequence enrollment.Create a list
For prospect research in chat, follow build with chat. When working with records already in Unify or a spreadsheet, choose a method below.
Creating a list from criteria adds the records that match when the operation
runs. Later additions and removals are separate actions. For a group whose
membership follows changing conditions, use an
audience.
For a spreadsheet, choose Upload CSV when creating the list and follow
import data. Use the paths below to work with
records already in Unify.
- From existing records
- From an empty list
1
Start a new list
In the Leads menu, open Lists, click
New list, and choose Define criteria.
2
Name and share the list
Give the list a name that describes its purpose. Choose who can view or
edit it. Use Invite only for a list you will share with selected
teammates, or allow everyone in your workspace to view or edit it.
3
Choose the records
Select companies or people and add conditions. For example, you might
collect companies in a target industry or people who match one of your
team’s personas.Combine conditions with And when every condition must match, or
Or when any condition can match. Review the preview as you refine
the criteria. See filter builder for grouped
conditions and related-record filters.Enabled exclusions remove matching records from the preview and the
list you create. Review Modify exclusions under Advanced if
expected records are missing.
4
Create the list
Click Create list. Unify adds matching records in the background.
Open the list to review the results and use its Activity tab to
inspect the operation.
Find records within a list
Open the list and use search to find a particular company or person. Click Add filter to narrow the table using record details, then use Columns to choose the information you want to compare. The filter builder guide explains conditions and groups. Filtering changes the records shown in the table; the list keeps its membership until you add or remove records. Recently added records can take a few minutes to appear in filtered or searched results. Refresh the list to check for updated results.Update the list
You need Editor access to add or remove records from a shared list. Ask its owner for access if the list is marked View only.Add records
Open Add records to search for existing companies or people, or choose Upload CSV to add records from a file. A company list accepts companies and a people list accepts people. You can also add a record to a list from the record’s actions menu. This lets you build a collection while reviewing accounts elsewhere in Unify.Remove records
Select the rows you want to remove and click Remove from list. This removes their membership in this list. Their company or person records remain available in your workspace.Enroll people in a sequence
You can enroll up to 5,000 people at a time. When you select all matching records, review the selected count before taking action. Search and filters determine which records are included in that selection.1
Select the people
Select the rows you want to enroll, then click Add to sequence.
2
Review engagement eligibility
If your workspace uses an engagement policy, review which people are
eligible for outreach before continuing.
3
Choose the sequence and sender
Choose Enroll in same sequence, then select a published sequence and
its sending mailbox or mailbox group. You can also choose
Enroll based on persona to route different personas to different
sequences.
4
Review and enroll
Continue through the enrollment review and check any eligibility or
existing-enrollment conflicts before confirming Add to sequence.For an agentic sequence, Add with chat takes you to the draft review
workflow. Follow the
agentic sequence guide to review
and approve the generated drafts.
Share and organize
Open the list’s options menu and choose Share to control access:
Workspace administrators can view and manage all lists.
Use Edit to rename the list. To organize it in a folder, choose Move to.
When deleting a list, review any plays that use it. Update or pause those plays
before removing the list they depend on.