Skip to main content

​
Overview

Build a list to collect the companies or people you want to work with, such as accounts for an outbound campaign or contacts from an event. You can research prospects in chat, select records already in Unify, or bring in data from another source. Once you have a list, review its members, share it with your team, and use it to prepare outreach or run a play. Each list holds either companies or people. Start with companies when choosing accounts to target, or people when organizing contacts for follow-up.

​
Choose your approach

​
Lists and audiences

Use a list to keep a collection whose membership you control. For example, create a list of attendees for an event follow-up campaign, then add or remove people as you prepare the campaign. Creating a list from criteria adds the records that match at that time; later membership changes happen through separate actions. An audience groups companies and people according to saved conditions. Its results change as records match or stop matching those conditions. For example, an audience of companies that visited your pricing page in the past week reflects their recent activity whenever you review it.

​
Work with your list

Open a company or person to review their details before deciding how to follow up. Use the list’s filters and columns to focus your review, then select records to take an action. See Lists for membership, sharing, exports, and sequence enrollment. You can also work with lists through MCP or the API from another application. Your book of business provides a starting point for working the accounts assigned to you. Lists let you organize records around a particular project or workflow across your workspace.