Opening and editing a lead list
How to open a saved lead list, add or remove members, re-run the filter, and check which campaigns use it.
Lead lists are reusable. Once saved you can open them, edit membership, and see at a glance which campaigns the list feeds.
Open the list
Lead Lists in pitch bont. Click any row to open the list detail.
What's on the page
- Members table — every contact / company on the list with their CRM information.
- Source — CRM filter (for Live or Snapshot lists) or "Upload" for CSV imports.
- Used in — campaigns currently pointed at this list.
- + Add — add a member by searching the CRM directory or uploading a CSV delta.
- Remove — per-row trash icon, or bulk-remove via checkbox + bulk action.
Re-running a filter
For Live lists, the filter re-evaluates automatically on every CRM sync. For Snapshot lists you can force a re-run from the list header — useful after a CRM cleanup. The re-run replaces the snapshot with the latest match set.
Tips
- Lists referenced by live campaigns — removing a member that's mid-sequence pulls them out of the campaign immediately.
- Suppression — exclude a list from a campaign by adding it as a suppression list in the campaign builder rather than deleting members.