Table of Contents

List Builder - Start Here!

List Builder - Start Here

Lists are a grouping of companies, campaigns, people, or other records that are identified using logic. For example, we can pull a list of companies that are in a certain region or a list of people with a specific title. Within lists, there are different settings you can toggle off and on or select to change the type of list you are building.

Below is a collection of all the Knowledge Base documents detailing using and creating lists.

  1. What are Lists?
  2. Creating a List Step-by-Step
  3. Use Case Videos - Creating Company, Campaign, and Person Lists Using the List Builder
  4. Importing a List
  5. Downloading a List Step-by-Step
  6. Account List Upload File Requirements
  7. People list Upload File Requirements
  8. Campaign List Upload File Requirement
  9. Creating an Account List from a Campaign
  10. Creating Company Lists in List Builder
  11. Creating Company Lists using SQL
  12. How to create a list of all Opportunities with low Engagement
  13. Keyboard Shortcuts using SQL
  14. Where is my Segments Menu?

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What are Lists?

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