Lists are flexible working tables for account research, contact discovery, enrichment, qualification, and outreach preparation. Each row represents an item you are working on, while columns hold information you enter or retrieve from Bigmind, your CRM, integrations, custom tools, formulas, and AI.
Open or create a list
- Go to Engage > Lists.
- Select New list, or select Import to start with existing data.
- Choose Start blank for a general-purpose table, or A list of accounts to reach out to to start with Targetable Account, Account thesis, Targetable People, and Assigned to columns.
How lists work
- Rows: The accounts, people, or other records you want to work with.
- Columns: Typed fields such as text, numbers, CRM data, enrichment results, messages, and Targetable People.
- Sources: A column can be filled manually or computed from a formula, CRM lookup, AI prompt, enrichment integration, or custom tool.
- Run controls: Run one cell, a row, or a complete column. Use run conditions to skip rows that do not meet your criteria.
- Views: Use the account view for one row per account and the people view to work with the people stored in a Targetable People column.
A typical outreach workflow
- Add or import the accounts you want to research.
- Use CRM data, enrichment, formulas, or AI columns to add context and qualify each account.
- Add people manually, retrieve contacts from your CRM, or construct them in a JSON column.
- Merge those contacts into a Targetable People column and enrich any missing email, phone, or LinkedIn details.
- Use the prepared list as the audience for an outreach campaign.