Lists

Overview

Lists help you organize your prospects by grouping related people and companies in one central location. This powerful organizational tool enhances your prospecting workflow in multiple ways:

  • Streamline your searches by including or excluding specific lists from results.

  • Accelerate your outreach by adding entire lists to sequences.

  • Import external data by uploading CSV files to create new lists.

  • Export your data by downloading lists as CSV files for external use.

  • Personalize at scale with list-specific AI Columns for targeted messaging.

The following sections provide detailed guidance on maximizing Graph8's list functionality for your prospecting needs.

Creating a list

For detailed instructions on creating lists, please see our Search article in the Knowledge Base.

Accessing your Lists

Viewing Your Lists Directly

  1. Navigate to Lists: In the left sidebar menu, click on the Lists option.

  2. View All Lists: Your screen will display all your saved lists, showing both contact and company lists.

  3. Check List Details: The list view shows important information including:

    • List name

    • Type (Contacts or Companies)

    • Status

    • Type of List (Dynamic or Static)

    • Total number of records

    • Date created

  4. Access List Contents: Click directly on any list name to view all records within that list.

Using Lists in Search

  1. Open Search: Click on the Search option in the left sidebar.

  2. Select Target Type: Choose either "People" or "Companies" depending on your needs.

  3. Open Lists Filter: Scroll down the filters panel and click on the Lists dropdown.

  4. Choose Your List: Under "List Name," select one or more lists you want to include in your search results.

  5. Run Search: Click the purple Run Search button to display all records from your selected list(s).

  6. Optional - Exclude Lists: Under "List Name Exclude," select any lists you want to remove from your search results.

List Actions

Graph8 provides three powerful actions you can perform with your lists to enhance your workflow:

1. Download Lists as CSV

Export your list data for use in other applications:

  • Click the three-dot menu (⋮) at the end of any list row

  • Select Download from the dropdown menu

  • The list will be exported as a CSV file with all contact or company data

  • Use this exported data for reporting, offline analysis, or importing into other tools

2. Query List Criteria

View the exact search parameters used to create the list:

  • Click the three-dot menu (⋮) next to your desired list

  • Select Query from the dropdown menu

  • A popup window will appear showing all search criteria used to build the list, including:

    • Contact search parameters (seniority, job departments, etc.)

    • Company search parameters (industry, revenue, etc.)

    • Any other filters applied when creating the list

  • This feature helps you understand how lists were created and replicate similar searches

3. Send to Sequence

Add list members to your outreach sequences:

  • Click the three-dot menu (⋮) next to the list you want to use.

  • Select Send to Sequence from the dropdown menu.

  • Follow the prompts to select your desired sequence.

  • All contacts in the list will be added to your chosen sequence.

  • This streamlines your outreach process by quickly moving prospects into your engagement workflow.

4. Adding Tags to Lists

Categorize lists with tags for easier organization and feature compatibility:

  • Double-click the cell in the TAGS column next to your desired list.

  • Select a tag from the dropdown.

  • The tag will appear in the TAGS column.

  • To remove a tag, double-click the cell and click the "X" next to the tag.

Useful Tip: For Sales Coach Compete Mode, lists must have the #SalesCoach tag.

These actions make your lists more versatile and help you move smoothly between prospecting, analysis, and outreach stages.

CSV Uploads

Suppression List Management

A suppression list allows you to exclude specific contacts and companies from ICP searches. Follow these steps to upload your suppression list to the platform:

  1. Click Upload .CSV button. Open Lists from the left side menu and find the Upload .CSV button on the right corner.

  2. Enter List Name. Create a new name for your list and click "Next".

  1. Select the Suppression option.

  2. Download the Sample List First: Before uploading your .csv file, download the Sample List to ensure your file is formatted correctly.

  3. Format Your CSV Accordingly: Ensure your list matches the required format based on the downloaded sample before uploading. Accepted formats include CSV, Excel, or TXT, with a maximum upload limit of 500,000 records.

  4. Select a file to upload.

  5. Manually Input Data (Optional): For uploading a few records manually, input data directly instead of selecting a file. The platform validates entries in real-time.

  6. Customize Records During Upload (as needed): Choose to upload, delete, or replace specific records during the upload process, map columns and review the final result.