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Manage Lists & Profiles

Download or add your lists to the CRM and analyse the profiles in details

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Written by Ale Pintaudi
Updated over 2 months ago

๐Ÿ“ Manage Your Lists and Profiles

Once your prospect lists are created or imported, you can easily manage, search, and take action on individual profiles.
This section walks you through how to view, filter, download, and prepare prospects for campaigns or CRM sync.


๐Ÿ”น Step 1: Open Your Prospect Lists

Go to Explore โ†’ Prospect Lists to access all your saved lists.
Each list displays key information such as:

  • ๐Ÿ“… Date created

  • ๐Ÿ‘ฅ Number of contacts

  • ๐Ÿ—‚๏ธ File source (KomboAI or Excel)

Click the dropdown arrow on any list to expand and view its profiles.


๐Ÿ”น Step 2: View or Search Profiles Within a List

Inside an expanded list, you can:

  • Scroll through all the profiles.

  • Use the Search by name or position bar to quickly find a specific contact.

Each profile card includes:

  • ๐Ÿง‘โ€๐Ÿ’ผ Name, title, and company

  • ๐Ÿข Company tag

  • ๐Ÿ”— View Profile button to open the full contact page

From here, you can review contact details, job information, and enrichment status.


๐Ÿ”น Step 3: Manage Individual Profiles

Click View Profile to open a detailed view of the contact.
Here youโ€™ll find:

  • ๐Ÿชช Full professional summary

  • ๐ŸŒ Location and languages

  • ๐Ÿ’Œ Email address (if enriched)

  • ๐Ÿ“ž Phone number (if available)

  • ๐Ÿ”— Direct links to LinkedIn or CRM

You can also:

  • Add the contact to HubSpot,

  • View the company profile, or

  • Prepare for outreach with Prep Call or Prep Message tools.


๐Ÿ”น Step 4: Download or Delete Lists

To manage your stored lists:

  1. Click the three-dot menu (โ‹ฎ) beside a list name.

  2. Choose one of the following:

    • ๐Ÿ“ฅ Download list as .xlsx โ€” export all contacts for offline use.

    • ๐Ÿ—‘๏ธ Delete List โ€” permanently remove the list from your account.


๐Ÿ”น Step 5: Sync Lists to Your CRM

Once your list is ready, select Add to HubSpot at the bottom of the page.

Youโ€™ll see the Add to CRM screen:

  • (Optional) Enable extra enrichment for missing data.

    • โ˜‘๏ธ Find Emails

    • โ˜‘๏ธ Find Phone Numbers

  • (Optional) Skip Prospects without emails to keep your CRM clean.

  • Click Add to HubSpot (x) to sync automatically.

KomboAI will handle deduplication and avoid adding contacts already in your CRM.


๐Ÿ”น Step 6: Create a Campaign

Click Create Campaign to start outreach directly from your list.
You can choose between:

  • ๐Ÿš€ Direct Outreach โ€“ Connect and message immediately.

  • ๐ŸŒž Warm Outreach โ€“ Engage first (like, comment, or follow) for better conversions.

Once selected, click Configure Campaign to set up your messages.


๐ŸŽ‰ Done!
Youโ€™ve successfully managed, filtered, and prepared your prospect lists.
You can now export, enrich, or launch campaignsโ€”all from one workspace.


๐Ÿ› ๏ธ Troubleshooting

  • Canโ€™t find a contact? Try checking for typos or removing filters.

  • List not downloading? Ensure your browser allows pop-up downloads.

  • Duplicate entries? Enable Hide Prospects From Your CRM before enrichment.

  • Need help? Contact [email protected].

๐Ÿ‘‰ Next: Learn how to Create and Configure Campaigns to start engaging your leads.

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