Lesson 5: Organize with Lists

Structure is key to successful outreach—this lesson teaches you how to organize contacts and companies into smart, actionable lists. Whether for sequencing, exporting, or tracking, Lists keep your data clean and your strategy focused. Set alerts and filters to stay on top of every opportunity.

What you’ll learn:

  • How to create and manage contact and company lists
  • How to filter, tag, and export data from your lists
  • How to sync lists with your CRM or CSV files
  • How to set alerts based on Intent signals or tech changes
Organization fuels scale—Lists are your prospecting control center. Start building and managing Lists like a pro →

Sign up for your next business opportunity