A list is a named group of prospects you work through together. Lists are the organizing unit of Conextly — you search into them, review drafts by them, and track outreach through them.
Why lists
Prospecting falls apart when everyone lands in one undifferentiated pile. You lose track of who's for which campaign, you can't tailor your message to a segment, and follow-ups slip. A list fixes that by keeping a coherent group of people — with a shared reason you're reaching out — in one place.
Building a list
There are two ways people fill a list:
- From a search. Run a search in Find, then add the strong-fit results to a list in one step. This is the most common way — search defines the segment, the list holds it.
- One at a time. Come across someone worth reaching while browsing? Add them to a list directly. Good for warm leads, event contacts, and referrals that don't come from a search.
Structure lists by intent, not just role
The best lists map to a single reason you're reaching out, because that reason shapes the message. Some patterns that work:
- By campaign — "Q3 outbound," "Webinar follow-up," "Product launch."
- By segment — "Agency founders," "RevOps leaders," "Series A SaaS."
- By warmth — "Warm intros," "Met at conference," "Replied, needs follow-up."
Keep lists focused. A list where everyone shares a role, a trigger, or a moment lets you review drafts fast, because they'll all be in a similar voice. A grab-bag list forces you to context-switch on every draft.
Lists and the draft-and-approve loop
Once people are on a list, Conextly drafts a message for each of them, and you review the drafts as a batch. Working list by list is the natural rhythm: pick a list, review its drafts, approve the good ones, move on. See Approving & Editing Drafts.
Because a list is a coherent segment, the drafts within it tend to share an angle — which makes reviewing them quick, and makes it easy to spot when the angle is or isn't landing.
Lists and your pipeline
A list isn't separate from your pipeline — it's a lens on it. Every person on a list carries their status (not contacted, messaged, replied) wherever they appear, so you can see at a glance how a given list is progressing and who still needs attention.
Housekeeping
- Archive finished lists rather than deleting them, so you keep the history of who you contacted and when.
- Don't let lists get stale. If a list has sat untouched for weeks, the "reason" behind it has probably gone cold — start a fresh one with a current trigger instead.
- Split when a list gets big. If a list grows past what you can review thoughtfully, split it by sub-segment. Smaller lists keep the outreach personal.