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Organize selected contact records

Contact Lists keep saved results within workspace controls

Save, organize, review, and manage permitted contact results in workspace-owned lists.

What Contact Lists does

Contact Lists groups selected contact records for review and permitted export. It is not an outreach, messaging, sequence, or sales automation product.

Supported input and returned output

Supported inputs

  • Selected contactsAdd permitted records selected from supported workspace workflows.
  • List detailsProvide a list name and supported organizational context.
  • Workspace scopeOperate only within the authorized workspace.

Returned outputs

  • Saved listReceive a workspace-owned collection of selected records.
  • Membership changesReview contact additions and removals.
  • Permitted exportExport allowed list fields when role and policy checks pass.

Typical workflow

  1. Create a list

    Name a list within the current workspace.

  2. Add selected records

    Save only permitted contact results.

  3. Review membership

    Inspect and organize the current list.

  4. Export if allowed

    Download permitted fields after authorization checks.

Primary use cases

Research organization

Group reviewed contacts by a permitted work objective.

Team review

Share selected records inside one workspace.

Controlled export

Prepare approved list fields for downstream work.

Data confidence and field provenance

Preserved field states

Saving a record does not change its confidence, freshness, verification, or missing states.

List and field provenance

The list records workspace ownership while fields retain their safe evidence context.

Use through Workspace, CSV, or API

Workspace

Create and manage lists under role-based access.

CSV

Export permitted list fields or use approved CSV inputs without changing list ownership.

API

Use documented list operations through a scoped workspace key.

Product maturity

Contact Lists

Available

Workspace list creation, membership, and controlled export routes are available.

Not included or not currently available

  • No automated outreachLists do not send messages or start contact sequences.
  • No outcome scoringList membership does not assign a business priority.
  • No cross-workspace accessA list cannot bypass workspace isolation.

Trust and controls

Workspace ownership

Every list belongs to an authorized workspace context.

Role checks

Create, change, and export actions require permission.

Audit context

Sensitive list changes can retain safe activity evidence.

Frequently asked questions

Organize without automating outreach

Use Contact Lists within workspace scope

Create a workspace to organize permitted results, or log in to continue.