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Organizing prospects

How to manage prospects in lists and campaigns

Oleg Sobolev avatar
Written by Oleg Sobolev
Updated over a week ago

Use prospect lists to organize and filter prospects within a campaign. All prospects in a campaign share the same context and settings, but you can group them into lists for better targeting and management.
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β€‹πŸ”— Guide on how to build and import your prospect list

Campaigns vs Lists

Create separate campaigns when you need:

  • Different contexts or tone of voice

  • Different campaign settings

  • Different personalities or messaging approaches

Use prospect lists within a single campaign to:

  • Organize prospects with the same context into groups

  • Filter and target specific segments

  • Manage different stages of your engagement strategy

Organize lists by your engagement strategy

Your list organization should match how you filter prospects in your post feed. Here are the 4 main strategies and how to organize lists for each:

1. Warming up prospects before outreach

How you filter: By prospect list to focus on specific outreach sequences

List examples:

  • "Enterprise Prospects"

  • "SaaS Founders"

  • "Outreach batch Feb 10"

2. Pipeline and customer nurturing

How you filter: By prospect list to focus on deal stages and relationship status

List examples:

  • "Active Pipeline"

  • "Existing Customers"

  • "Not now's"

3. Commenting on influencers for visibility

How you filter: By prospect list and post frequency to find active influencers

List examples:

  • "Top Influencers"

  • "Sales tech EMEA"

4. Building a creator support network

How you filter: By prospect list and importance to prioritize mutual supporters

List examples:

  • "Top supporters - comment every day"

  • "Average supporters - 2 times weekly"

  • "Once in a while"

Managing prospect lists

Rename prospect lists

Give your lists descriptive names like "Enterprise Prospects" or "Q1 Pipeline" to make filtering easier.

Move entire list to another campaign

Transfer a whole prospect list with all its prospects to a different campaign when:

  • The prospects need different context or messaging

  • You want to test different campaign settings

  • Campaign ownership changes

Move individual prospects to another list

Select specific prospects and move them to a different list within the same campaign:

  1. Select the prospects you want to move

  2. Click "Move to another list"

  3. Choose the destination list

This keeps the same campaign context but changes their grouping for better organization.

Export prospects as CSV

Download prospect data for:

  • Backing up your prospect lists

  • Importing into other tools

  • Sharing with team members

  • Analyzing engagement patterns

Mark prospects as important

Flag high-priority prospects to:

  • Filter for VIP prospects in your feed

  • Prioritize their posts for engagement

  • Track engagement with key targets

Delete prospects

Remove prospects who are no longer relevant:

  • People who changed companies

  • Prospects who became customers

  • Inactive or irrelevant profiles

For bulk cleanup, use the delete inactive prospects feature to remove all prospects who haven't posted in 30 days.

Using lists for better filtering

Prospect lists make it easier to filter your post feed and focus on specific groups:

  • Filter by prospect list to see posts from specific groups

  • Combine list filters with other criteria like post frequency

  • Use importance filtering to prioritize VIP prospects

Managing prospects from the post feed

While viewing posts, you can manage prospects directly:

  • Mark prospect as important

  • Move prospect to another list

  • Check for new posts

  • Delete prospect

This lets you reorganize your prospects based on how they're actually posting and engaging.

Best practices

☝️ Pro tip: Start with simple organization - too many lists can make filtering complex

  • Use clear, descriptive list names

  • Regular cleanup - move or delete irrelevant prospects

  • Mark your most important prospects for easy filtering

  • Export lists before major reorganization

  • Review list organization as your strategy evolves

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