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Can I move one or multiple leads from one list to another?
Can I move one or multiple leads from one list to another?

Learn how to move your leads to another list and how to merge lists.

Updated over 2 weeks ago

Sure, you can simply move one or more leads across your lists in the Leads section of your account in a few clicks.

  1. To do so, while on the original Peoples list, select the leads you would like to move. If you wish to move all the leads inside your Peoples list, click on the empty check box near the Full name collums and Select all.

  2. A blue actions menu will appear; now click on the three dots and select Move to a list.

  3. A popup page will appear. Select the destination list and confirm the change by clicking Move leads.

๐Ÿ’ก Note: To move a lead, you need to be inside a specific Peoples list rather than on the All Peoples page.


How to merge leads

You can also move an entire list of people and merge it with another list by using the Merge with another list option:

  1. Click on the arrow next to your list's name;

  2. Click on Merge with another list.

  3. A popup page will appear, allowing you to select the Destination list. After selecting it, click on Merge lists.

For more details, feel free to have a look at this Leads help article, which will help you manage your leads.

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