Manage a list

Before you start

Open the Lists, contacts, and CRM data area in a workspace where you have permission to make changes.
Know the exact result you want before changing data, sending accounts, campaigns, or automation settings.
Review any connected accounts, lists, credits, or permissions this workflow depends on.

Steps

Step 1

Open Lists, contacts, and CRM data

Go to the Lists, contacts, and CRM data area and confirm you are in the correct workspace before making changes.

Manage a list: Lists, contacts, and CRM data starting screen — Manage a list

Step 2

Complete the main action

Open a list, review contacts, edit data, and prepare for campaigns.

Manage a list: Main workflow state — Manage a list

Step 3

Review the result

Check the saved record, list, account, campaign, agent output, validation message, or warning state before moving on.

Manage a list: Result or confirmation state — Manage a list

What happens next

Review the saved result before using it in a campaign or automation.
Move to the related guides below when you need the adjacent setup, validation, or troubleshooting workflow.

FAQ

Who should use manage a list?

Use this guide when you need to understand or complete this workflow inside Lists, contacts, and CRM data. It focuses on the product steps users actually take in DitLead.

What should I check before moving on?

Confirm the saved record, selected audience, connected account, validation state, or result shown in DitLead before using it in another workflow.

Find the right audienceBuild a better lead list before writing copy

Start with a focused ICP, then use Lead Finder or LinkedIn extraction to create a cleaner audience.

Discover leads

See it in the productSee list verification