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Working Inside a List

Learn how to navigate and work inside a list: the toolbar, column management, sorting, filtering, and the contact/company detail panel.

Clicking on a list row opens the Detail View. This view displays a table with many columns sourced from different origins: LinkedIn data, AI variables, CRM fields, formula fields, custom fields, and data-enrichment providers (e.g., professional emails, phones).

At the top right of the detail view you will find:

  • The Contacts and Companies tabs to switch between entity types.

  • A Settings (gear) icon to access List Settings.

  • The Enrich button, the Add Contacts or Add Companies button (depending on the active tab), and the three-dot () menu.

Clicking the list name at the top reveals a dropdown to quickly switch to any other list or to the All Contacts / All Companies aggregate view.


Detail Panels (Contact and Company Cards)

When you hover over any Contact or Company row, an Open button appears on the far right. Click it to open the corresponding card, which displays the row's information in a structured way — so you don't need to scroll horizontally or enable additional columns just to view specific fields.

Contact Card

When you open a contact card, you can navigate through different tabs to view the contact's information in a structured way (without relying on table columns or horizontal scrolling).

Tabs in the Contact Card

Tab

Description

Overview

Shows the contact's main profile summary and key details.

Contacts

Lists other contacts found from the same company (if available).

Investments

Displays investment-related data for the contact (if available).

Fields Shown in the Contact Card

Overview tab

Field

Description

About

Short bio/summary section from the contact's profile (when available).

Email

Contact's email address.

Phone

Contact's phone number.

Location

Contact's location (city/region/country).

ICP Score

Fit score against your ICP (e.g., High/Medium/Low), when available.

Job Title

Current role/title of the contact.

Company

Company associated with the contact.

Years in Company

Tenure at the current company.

Years in Role

Time in the current role.

Industry

Contact's industry (based on profile/company data).

Languages

Languages listed on the profile (when available).

Connections

Number of LinkedIn connections (when available).

Crunchbase Rank

Crunchbase rank/score (when available).

LinkedIn

Link to the contact's LinkedIn profile.

Facebook

Link to the contact's Facebook profile (when available).

Twitter

Link to the contact's Twitter/X profile (when available).

Contacts tab

Field

Description

Contact

Name of the related contact found from the same company.

Email

Email address of the related contact (if available).

Phone

Phone number of the related contact (if available).

ICP Score

ICP fit score of the related contact (if available).

Investments tab

Field

Description

Exits

Number of exits associated with the contact (when available).

Exits (IPO)

Number of Initial Public Offerings exits associated with the contact (when available).

Investor Type

Investor category/type (when available).

Investor Stage

Investment stage focus (when available).

Company Card

When you open a company card, you can use the tabs to review company details and related data (contacts, jobs, and funding) without relying on table columns or horizontal scrolling.

Tabs in the Company Card

Tab

Description

Overview

Shows the company's main profile summary and key details.

Contacts

Lists contacts found for the company, including their basic details and ICP score.

Jobs

Displays open job positions detected for the company, including posting details and a link to the job post.

Funding

Shows funding summary and funding rounds (when available), including investors information.

Fields Shown in the Company Card

Overview tab

Field

Description

About

Short company description/summary (when available).

Headquarters

Company headquarters location (city/region/country).

Website

Company website domain/URL.

Employees

Company headcount range.

ICP Score

Fit score against your ICP (e.g., High/Medium/Low), when available.

Legal Name

Company legal name (when available).

Est. Revenue

Estimated revenue (when available).

Phone Number

Company phone number (when available).

Industry

Company industry/category.

Facebook

Link to the company's Facebook page (when available).

Twitter

Link to the company's Twitter/X profile (when available).

Contacts tab

Field

Description

Contact

Contact name and headline/title preview.

Email

Contact email address (if available).

Phone

Contact phone number (if available).

ICP Score

ICP fit score for the contact (if available).

Add Contacts

Adds the listed contacts to your workspace/lists.

Jobs tab

Field

Description

Active Job Positions

Total number of currently detected open roles for the company.

Last enriched

Timestamp of the last time job data was enriched.

Re-enrich

Refreshes the job data for the company.

Posted

Date the job was posted.

Type

Work type for the role (e.g., On-site, Hybrid, Remote).

Job post URL

Link to the job posting.

Location

Job location.

Job Description

Job description text preview (with "See more" to expand).

Funding tab

Field

Description

Total Funding

Total funding raised (when available).

Funding Rounds

Number of funding rounds detected.

Last funding

Date of the most recent funding round (when available).

Crunchbase Rank

Crunchbase rank/score (when available).

Investor Type

Investor category/type (when available).

Investor Stage

Investment stage focus (when available).

Last Acquirer

Most recent acquirer (if the company was acquired and data is available).

Funding Rounds (table)

List of funding transactions with amount, number of investors, and announced date.

Transaction

Name/type of the funding transaction.

Amount

Funding amount (when available).

Investors

Number of investors in the round (when available).

Announced

Date the round was announced.

Investors (list)

List of investors associated with the company (when available).

Create List

Creates a list from the investors shown.


Understanding Table Column Colors

The table columns are color-coded by source:

Color

Source

Examples

Blue

LinkedIn

Profile URL, Employee Range, ...

Red

CRM

Contact/Company exists in CRM, CRM ID, ...

Green

External Databases

Mobile Phone, Professional Email, ...

Purple

AI Variables or Custom fields

AI personalized prompts, Custom fields

Grey

Formula fields

URN from URL, Website Formatting https://...


Managing Columns and Views

Above the table you have several filters to customize your view:

  • Search bar — Search for specific records within the list.

  • View Selector — Switch between saved views. Views determine which columns are visible in the table.

+ Manage Views button — Opens a side panel where you can:

  • Toggle columns on or off with a switch.

  • Save the current view or create a new one (choose Public or Private).

  • Pin a view to the top of the view list.

  • Click Reset to original view layout to revert all changes.

  • Use the search bar inside the panel to find a specific column by name.

  • Sort by — Order rows ascending or descending by any field.

  • Filters — Add specific filters by column fields.

Adding Columns

Hover your cursor between any two column headers. A divider with a + button appears. Clicking it opens a menu with:

  • New AI Variable — Create a new AI-generated field.

  1. Choose the entity type: Contact or Company.

  2. Fill in:

    • Title — Name of the AI Variable.

    • Output type — Choose the output format: Text, Number, Date, One of (tags), URL, or Email. Enable Provide explanation if you want the AI Variable to include an explanation along with the output.

    • Prompt — Write a prompt that defines the persona, context, goal, and instructions. You can also include examples of the expected output. Use { to reference existing fields.

    • (Optional) Enable Deep Research — Allows deeper research via the browser to gather additional data. This increases the cost of running the AI Variable.

    • (Optional) Select Folder — Choose a folder to organize and store the AI Variable.

    • AI model — Select the model to run the AI Variable (e.g., GPT-5.2, GPT-5 mini, GPT-5 nano, Gemini 3 Pro, Gemini 3 Flash, Grok 4, or Claude 4.5 Sonnet).

  3. Click Select leads/companies to define which records will be affected.

  4. Click Create.

Note: Learn more in depth about AI Variables and prompting in the AI Playbook article.

  • New CRM Field — Add a field synced from your CRM.

  1. Choose the entity type: Contact or Company.

  2. Fill in:

    • Name — The name of the formula field.

    • CRM Mapping — Pick a CRM existing field from the dropdown.

    • (optional) Enable Map to field — If you enable it, you can add an extra mapping: map another Enginy field to the same CRM field. If you enable Override checkbox, any existing value in that Enginy field will be replaced by the value pulled from the CRM during sync.

  3. Click Create.

  • New Formula Field — Add a computed field.

  1. Choose the entity type: Contact or Company.

  2. Fill in:

    • Name — The name of the formula field.

    • Formula description — Describe the calculation. Use { to reference existing fields.

  3. Click Create.

  • New Custom Field — Add a user-defined field.

  1. Choose whether the field is for Contact or Company.

  2. Define the Field Name and select the Data Type (text, number, date, boolean, or picklist).

  3. Click Create.

  4. The new field appears as an additional column. It is visible in all lists of that type (Contact lists or Company lists, depending on the field you created).

Below these shortcuts you can browse or search through all existing fields. Tabs within this dropdown let you filter by category: All, Contact, Company, AI Variables, CRM, Formulas, Notes, and Other Columns.

Note: The fields shown are context-sensitive. When viewing a Contacts list you see contact-specific fields (e.g., Professional Phone, Other Emails). When viewing a Companies list you see company-specific fields (e.g., Company Phone, Company Email).

To bulk-fill any field (just for text or number types):

  1. Click on the first cell of the new column.

  2. Hold Shift and double-click on the last cell.

  3. The column will be highlighted.

  4. Type the value in the last cell — it will automatically fill all selected cells.

Moving, Hiding, and Restoring Columns

To move a column

  1. Place your cursor over the six dots that appear to the right of the column header.

  2. Wait for the cursor to change to a hand icon, then click and hold.

  3. Drag the column to the desired position.

  4. Release to set the new position.

To hide a column

  1. Place your cursor on the column header.

  2. Click the header to open the context menu.

  3. Select Hide column.

To restore a hidden column

  1. Position your cursor between two existing columns and click the + button.

  2. Type the name of the hidden column in the search bar.

  3. Select it, and it will reappear in the table.


All Contacts and All Companies

In addition to individual lists, there are two aggregate views:

  • All Contacts — Displays every contact across all lists.

  • All Companies — Displays every company across all lists.

You can access these from the list-name dropdown at the top of the detail view.

Switching Between Contacts and Companies Tabs

Inside a list, the Contacts and Companies tabs at the top right let you switch entity types. If you're in any Contact list and click the Companies tab, you'll see All Companies. The same applies to Company lists: clicking the Contacts tab takes you to All Contacts.

Additionally, there is another way to see the companies view of a specific list of contacts, or the contacts view from a list of companies. The behavior is as follows:

  • If you select specific contacts (or all the contacts from a list) and use the More > Switch to Companies View action, the platform navigates to the All Companies view filtered to show only the companies associated with those selected contacts. There is also a Switch to Contacts View option when companies are selected.

  • Navigating back to the Contacts (or Companies) tab after such a switch takes you to All Contacts (or All Companies), filtered by the previously selected records, not back to the original individual list.


Actions on Selected Rows

When you select contacts or companies using their row checkboxes, a bottom bar appears with these actions:

Action

Description

Campaign (just for Contacts)

Add the selected records to an existing campaign or create a new one.

Export

Export to CRM, CSV, or Excel.

Blocklist

Add records to a blocklist to prevent them from being contacted.

Change List

Move records to another list or create a new one. The dialog shows which lists the records currently belong to (marked with a checkmark). You can also remove the selected records from the list(s) by unchecking the boxes.

Delete Contacts / Companies

Permanently delete the records (requires confirmation).

More

Opens additional actions (see below).

More sub-actions:

  • Change contact's company — Reassign contacts to a different company.

  • Move values (between columns) — Transfer data from one column to another.

  • Clear column values — Erase all data in a selected column for the chosen records.

  • Merge contacts — Consolidate duplicate records into one, selecting which contact to keep.

  • Switch to companies View (or to contacts View from companies) — Navigate to the All Companies view filtered to the companies associated with your selected contacts.


Top-Right Menu (Three-Dot Button)

In the top-right corner of the detail view, next to the Enrich and Add Contacts buttons (or Add Companies in company lists), you'll find a three-dot () menu with the following options:

  • Export to CRM

  • Export to CSV

  • Export to Excel

  • Add to Campaign (just for contacts lists)

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