Manage contact fields and labels

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 contact fields and labels: Lists, contacts, and CRM data starting screen — Manage contact fields and labels

Step 2

Complete the main action

Customize the data your workspace stores on contacts.

Manage contact fields and labels: Main workflow state — Manage contact fields and labels

Step 3

Review the result

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

Manage contact fields and labels: Result or confirmation state — Manage contact fields and labels

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 contact fields and labels?

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.

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

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See it in the productSee list verification