1. Apollo.io
  2. Search & Prospecting
  3. Saved Searches & Lists

Create and Use a List

Article author
Dustin Nathaniel Keys
Updated

Overview

Lists allow you to consolidate related contacts and accounts in a common location so you can easily prospect and engage with them. You can use lists in a search, add lists to a sequence to automate outreach, or add lists to plays for task scheduling and sequence maintenance.

Check out the following sections to create, edit, and use lists.

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Create a List

To create a list of contacts or accounts:

  1. Launch Apollo and click Search > People or Companies.
  2. Use search filters to narrow your results.
  3. Check the box next to each contact or account you want to add to your list, or use bulk selection at the top.

An example search shows 2 people checked

  1. Click Lists > Add to Lists.

The list, add to lists button is highlighted

  1. Add the selected contacts or accounts to an existing list, or type a name and click Create new list. Then click Save.

An example list is saved named Prospect list 1

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 your credit usage, launch Apollo and click Settings > Manage Plan. Check out Apollo plans to see plans and credit packages.

  1. To view your new list, click Saved Lists.

The Saved lists tab is highlighted with Prospect list 1 shown in results

Now you're ready to use your list.

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Use a List

Use lists to email prospects, add them to sequences or plays, export to a CSV or CRM, or enrich the data in your list, all in Apollo's engagement suite.

To use a list:

  1. Launch Apollo and click Search > Saved Lists.
  2. Click People Lists or Companies Lists, then choose All, My, or Team lists.

Example people lists are shown under the Team tab

  1. Click Add to sequence to add a list to a sequence. To manage a list, click ... > Edit or Delete.

The Add to Sequence and More options buttons are highlighted

  1. Click a list to view the contacts or accounts on it.

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

  1. Check one or more records, or use bulk selection. Then click an action along the top:

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

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 in Apollo. You can edit and update your lists over time.

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Edit or Delete a List

To edit or delete a list:

  1. Launch Apollo and click Search > Saved Lists.
  2. To rename or delete a list, click ... > Edit or Delete.

An example list is selected with More options, Edit or delete shown

  1. Click a list to review the contacts or accounts on it.
  2. To remove a contact or account, check the box next to their name. Click Lists > Remove from Lists.

An example person is chcked with Remove from list button highlighted You have now edited or deleted a list in Apollo.

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