Lead Lists: Reusable Audiences for Campaigns

Updated October 12, 2026·Capturing Leads·Share on X

A list is a named, reusable audience. Import a spreadsheet once, and the list is ready to enroll in any campaign. Lists are part of Campaign Hero; open them from Lists in the sidebar.

What a list is

A list points at leads in your workspace. Leads themselves stay workspace-wide and deduplicated by email, so the same person in three uploads is one lead on three lists. Deleting a list never deletes leads.

Finding a list

The Lists table shows every list with its source, size, who created it, and when it last changed. Above it, search by list name, description, or file name, and filter by source (CSV, Excel, document, and so on) or by who created it. Click any column header to sort by it; click again to flip the order. Newest changes come first by default.

Uploading a list

On Lists, click New list and drop a .csv or .xlsx file. (A PDF, Word doc, or image works too, see below.)
AI reads the headers and a few sample rows and maps every column: name, email, company, title, phone, website, industry, LinkedIn, notes. Headers in German, French, or Spanish work too, and a combined name column is split into first and last name.
Columns with no lead field, such as Sub-vertical, Company size, Location, Segment, or Account ID, are kept as attributes on the list. You can also map a column to one of your workspace custom fields, or (as an admin) create a new custom field right there without leaving the import. Change any column with the dropdown.
Name the list, confirm the contacts were collected lawfully (see importing leads), and import. List imports land as approved.

Leads that already exist (same email) are matched and added to the list instead of duplicated. Leads without an email are imported but cannot be deduplicated, so keep an email column when you can.

From a PDF, Word doc, or image

Drop an exhibitor directory, a sponsor page, or a screenshot instead of a spreadsheet, and AI reads it and pulls out every person it finds. You review the people (edit, uncheck, or add rows) before anything is saved, then they're added to the list and mapped to companies the same way. Up to 5 files and 4 MB at a time. See importing leads for details.

Duplicate check

Before you import, the importer flags rows that already exist in your workspace: how many match an existing lead by email, how many match by full name, and how many are already in an active sequence, so you don't email the same person from two lists. It also tells you how many of the companies already exist. Click Review duplicates to go through them one by one and choose which lead to keep. See duplicates for what each choice does.

Companies

If your file has a company column (and optionally a website), each row is mapped to a workspace company. Companies are deduplicated by website domain or exact name, so importing "Acme" twice reuses one record. The companies show up in the list's Companies section and on the main Companies page, with their leads nested underneath.

Need a template first?

No spreadsheet yet? In the New list modal, open Build a template and pick the columns you want. Contact fields (first name, last name, email, job title, phone, LinkedIn, notes) and company fields (company, website, industry) map straight to lead fields. Segment fields (sub-vertical, company size, location) and any extra column you type come back as attributes, and your workspace custom fields appear as their own group so you can include them too. Company size ships with a ready-made dropdown (1-10, 11-50, 51-200, and so on). Click Download Excel template to get an .xlsx with your chosen headers and one example row, fill it in, and upload it back through the same modal - matching headers map themselves.

Attributes

Attributes are the extra columns you kept without a field. They are untyped, live on the list (not the lead), and travel with the lead into the campaign agent, which uses them alongside the research to personalize each draft. A list can keep up to 30 attributes per lead. For a value you want everywhere - the same lead, every list, a defined type - use a custom field instead.

Custom fields

Custom fields are typed, reusable lead attributes you define once and use across every list. They're available in every workspace, including Conference Hero-only ones. Unlike attributes, a custom field's value lives on the lead, so it follows that lead onto every list, conference, and campaign. The campaign agent reads them when it personalizes drafts.

Manage them in Settings -> Custom Fields (admins only). Give each field a name and a type: text, number, percent, yes/no, date, URL, or email.
Set their values when you import a spreadsheet (from Lists or the Leads page Lead Import): in the column-mapping step, point a column at a custom field. Columns whose header matches a field's name map themselves. Admins can also create a new field on the spot from the same dropdown.
Types are validated on import - a number column that says "abc", or a date that isn't a date, is skipped for that row rather than stored wrong.
Deleting a field warns you if any leads still carry a value. The definition is removed from imports and personalization; the values already on those leads are left untouched.

A workspace can define up to 50 custom fields.

Seeing the values. On a list, use the Columns button above the table to show any custom field as its own column (your choice is remembered per list). Open a lead and its custom field values appear under Custom Fields in the Overview tab.

Editing the values. Open a lead's edit form (the pencil in the lead drawer, or Add/Edit Lead) and set custom field values by hand under Custom fields - each uses the right input for its type. Values save on the lead, so they show everywhere that lead appears.

Build a list with AI (coming soon)

This is coming soon. The button is visible but disabled while we finish it.

Do not have a spreadsheet yet? On Lists, click Build with AI. Describe your ideal customer in the free-text box, and sharpen it with the fields below it: industry, company size, region, and buying signals or traits (like "hiring SDRs" or "recently raised"). The agent searches the web and builds a list of matching companies, each with a short note on why it fits, and shows a progress bar while it works.

A strong ICP is industry + size + region + one signal. Broad terms find more companies; a very narrow combination may return nothing, in which case widen one of the fields and try again.

This finds companies, not contacts. Each company shows up in the Companies section of the list. Click a company to open it in a side panel, the same one you get everywhere in the app, with its pipeline, tasks, notes, and (once you find them) its people. To add real people, use Find contacts (below). A broad, specific description ("industry + size + region + one signal") works best; a very narrow prompt may return nothing, and you will be asked to broaden it.

Find contacts for the companies (coming soon)

This is coming soon. The button is visible but disabled while we finish it.

Companies from Build with AI have no people attached yet. Click Find contacts to search for real people at each company on the list and add them.

Before anything runs, a window shows your remaining enrichment credits and the most it could cost this run. We search each company's website for up to a few people, create a lead for each one we find (name, title, and email or phone where available), link it to that company, and add it to the list's Leads. Each contact we find uses one credit. Companies with no website are skipped. The contacts also appear on the company's own page.

Enrich with contact data

Imported a list of names and companies but missing emails? Click Enrich on a list to find missing emails, phone numbers, and job titles.

Before anything runs, a window shows your remaining enrichment credits and exactly how many leads will be enriched this run, so there are no surprises. Each lead we successfully enrich uses one credit. Leads that already have contact data, or rows with no contact name (like companies from Build with AI), are skipped for free and never charged. Enrichment runs in the background, up to 100 leads at a time.

Research columns (coming soon)

This is coming soon. The Add column and Research buttons are visible but disabled while we finish it.

Research columns turn a list into a research table. You define a column with a plain-language question, and the AI agent answers it for every lead by searching the web.

On a list, click Add column. Give it a name (e.g. "Uses Salesforce?"), write what the agent should find, and pick an answer type: text, yes/no, number, link, date, or a dropdown with your own options.
Click Research. The agent works through the list in the background, so you can leave the page. Each cell fills in with the answer and a link to the source it used.
The agent never guesses. If it cannot verify an answer it leaves the cell as "Not found" instead of making something up.

Edit or delete a column any time from its header. Editing a column's question does not re-answer it automatically; click Research again to refill. Each research run counts against your workspace lead-enrichment allowance, and covers up to 100 leads at a time.

Using a list in a campaign

Click Start campaign on any list to open the builder with that list already picked on the Audience step (the first step), or choose A list there and pick one or more lists. Starting from a list also names the campaign after the list; you see the name at the top of the Audience step and can change it. Every member of the list is included, not only the leads you own, and the campaign isn't limited to one conference's leads. To limit it on purpose, use Only leads from under "Narrow it down". You can rename the campaign or change the audience before you activate. The usual guardrails still apply: unsubscribed leads, invalid emails, and leads already in another active sequence are left out and shown in the audience breakdown.