Create and manage lists

Step 1: Create a List

• There are 2 ways to create a list:

  • Export to a list from prospect or a set of records OR

  • Navigate to 'Lists'→ Click the plus icon to create a new list.

    

• Name your list and confirm the creation.

• Choose to start from a filter, an empty list, or upload a CSV.

  • Empty — Start blank, add entities manually. Best for hand-picked accounts.

    From a filter — Run a FISOQ filter on a universe, then snapshot the current results into a list. This freezes exactly who matched right now — new entities that match the filter later won't be added automatically.

    From a CSV upload — Upload a file, map its columns to entity fields, and the rows become a new list. Large files run through a background pipeline so they don't block the UI.

• Click 'Create List' to finalize the list.

Step 2: Manage Lists

• View all created lists in the left sidebar.

• Option to delete a list is available.

  

• Remove from List- select one or more records and use this bulk action to take them off the List. The records themselves stay in your Universe untouched.

• Rename- click the list title in the header to rename it inline.

  

• Other bulk actions like enrich and export work exactly as they do in Universe.