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Create and Use a List

Article author
Dustin Nathaniel Keys
Updated

Overview

 
A Fresh Coat of Paint

Lists are getting a makeover. Your view may differ while Apollo rolls out the new experience over the next couple of weeks. Stay tuned!

Lists allow you to consolidate related people and companies in a common location so you can easily prospect and engage. You can use lists in a search, add lists to a sequence or workflow, enrich prospects in a list, and export lists for use in a CSV or your CRM.

Check out the following sections to create and use a list.

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Create a List

You can create a list from the people, companies, or lists hubs on Apollo:

To create a people list:

  1. Launch Apollo and click People. Click Show filters to apply filters and find the right people.
  2. Check the box next to each person you want to add to your list.
An example people ssearch shows 3 people checked
  1. Or click ▾ to use bulk selection options.
  1. Click Add to list > Create new list.

Create a list button highlighted

  1. Give your list a name, then click Update.

An example list is saved named Sub-branches outreach

Credit Where It's Due

It costs 1 email credit per verified email to add net new contacts to a list. It doesn't cost credits to add previously saved contacts to a list. To track credit usage, launch Apollo and click Settings > Manage Plan.


Check out Apollo plans to see plans and credit packages.

You have now created a list. You're ready to use your list.

 

To create a companies list:

  1. Launch Apollo and click Companies. Click Show filters to apply filters to find companies.
  2. Check the box next to each company you want to add to your list.

An example search shows 3 companies checked

  1. Or click ▾ to use bulk selection options.

 

  1. Click Add to list > Create new list.
The create new lists button is highlighted
  1. Enter a name for your list, and click Update.
An example list is saved named CRM research

You have now created a companies list. You're ready to use your list.

 

To create a list from the lists hub:

  1. Launch Apollo and click Lists.
  2. Click Create a list.

Create a list button highlighted

  1. Give your list a name, and choose whether to create a people or companies list. Then click Select filters.

Select filters button highlighted on list creation

  1. Use search filters to find the right prospects, then click Add to list.
  2. Alternatively, click Upload CSV to import prospects via a CSV.
  3. When finished, click Create.

Select filters button highlighted on list creation

You have now created a list. You're ready to use your list.

 

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Use a List

Use lists to email prospects, add people to sequences or workflows, export lists to a CSV, or enrich the data in your list so that phone numbers and email addresses are up-to-date.

 
Power Up Your Research

Did you know? You can use an AI power-up on a list to accelerate your manual research or to craft personalized messaging for your outreach. AI power-ups help you uncover insights about the people or companies you're researching. Learn more about AI power-ups.

To use a list:

  1. Launch Apollo and click Lists.
  2. Apollo shows you the lists you created. Apollo organizes your lists by people and companies. Click Show filters to search for specific lists.

Show filters button highlighted

  1. To add people lists to a sequence, check one or more people lists, then click Add to sequence, and choose a sequence.

The Add to Sequence button is highlighted

  1. Click a list to view the people or companies associated with it.

An example list highlighted

  1. Apollo shows your list. To take action on prospects, check one or more records, or use bulk selection. Then select an action.

Multiple contacts are chosen and the action bar is highlighted along the top

You can take the following actions on prospects in a list:

List Actions
Add or remove contacts or accounts from list Add contacts to a sequence Find people at companies
Use a power-up Assign contact or account owner Email prospects
Add accounts to a playbook Enrich information Set contact or account stage
Export to a CSV Set custom account field Set custom contact field
Create tasks Export to a CRM Prospect on LinkedIn
Assign custom fields Delete or merge duplicates View companies
Make a List, Check it Twice

You can also use lists in a search. When you have a large group of contacts or accounts in a list, narrow your focus with additional search filters like buying intent or personas.

You have now used a list on Apollo.

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FAQs

Frequently asked questions
How do I add and remove prospects from a list? Who can see lists that I create?
How do I view companies from a people list? How do I find people from a companies list?
How do I export a contact or account list to a CSV? How do I import records from a CSV or CRM and add to a list?

How do I add and remove prospects from a list?

You can add and remove prospects from lists.

Add contacts

To add people or companies to a list:

  1. Launch Apollo and click People or Companies.
  2. Use search filters to narrow your results.
  3. Check one or more prospects, then click Add to list.
Add to lists button highlighted
  1. Select one or more lists and click Add to list.
Add to lists button highlighted

Apollo adds the people to your list.

Remove contacts

To remove people or companies from a list:

  1. Launch Apollo and click Lists.
  2. Click a list.
  3. Check one or more prospects, then click ... > Remove from lists.
Remove from lists button highlighted

You have now edited a list.

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Who can see lists that I create?

When you create a list, the list is visible to everyone at your organization on Apollo.

To view lists created by your team:

  1. Navigate to Lists and click Show filters > Created by. Then click Team.
Example people lists created by team

Apollo shows all the lists created at your organization.

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How do I view companies from a people list?

To view companies from a people list:

  1. Launch Apollo and click Lists.
  2. Click a people list.
  3. Check one or more contacts, then click ... > View companies.
The view companies button is highlighted
  1. Apollo shows companies associated with the people you selected.

You have now viewed companies from a list.

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How do I find people from a companies list?

To find people from a companies list:

  1. Launch Apollo and click Lists.
  2. Click a companies list.
  3. Check one or more companies, then click Find people.
The find people button is highlighted
  1. Apollo shows people associated with the companies you selected.

You have now found people from a list.

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How do I export a contact or account list to a CSV?

To export a list to a CSV:

  1. Launch Apollo and click Lists.
  2. Click Export beside your list.
Export button is highlighted
  1. Choose whether to export all emails or only verified emails.
  2. Click Export records.
Export records button is highlighted

You have now exported a list as a CSV.

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How do I import records from a CSV or CRM and add to a list?

You can add records from a CSV file or from your CRM integration.

From a CRM

To add records from a CRM to a list:

  1. Ensure your CRM integration is connected with sync settings enabled.
  2. Next, launch Apollo and click People or Companies.
  3. Click Show filters and select the source filter. Set the source to Imported from CRM.

Example people lists are shown under the Team tab

  1. Apollo shows records imported from your CRM. Check one or more contacts or accounts, then click Lists > Add to lists.

From a CSV

To import prospects from a CSV to a list:

  1. Launch Apollo and click Lists.
  2. Click Create a list and give your list a name. Then click Upload a CSV.

The upload CSV button highlighted

  1. Click Select CSV.
  2. Select the CSV file on your computer, then review the field mapping and import settings.
  3. When finished, click Import.
 
Import Emporium

Learn more about importing accounts or contacts from a CSV.

You have now imported contacts or accounts to a list.

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