Overview
Lists is the module in the Nuvia platform that allows users to organize and segment their records in a practical and intelligent way. It enables grouping of contacts or companies into custom lists for organization, prioritization, or activation in campaigns.
The module supports the creation of two types of lists:
People Records Lists
Company Records Lists
Objectives
The Lists module aims to give users an additional layer of control and efficiency over their prospect data by allowing them to:
Organize saved records in a logical and reusable way
Segment audiences based on strategic criteria (role, industry, region, ICP, etc.)
Quickly activate outbound campaigns with pre-built audiences
Reduce manual effort and data duplication
Improve productivity for sales and marketing teams
How It Works
Creating a List
Users can create a new list at any time, selecting whether it will contain People or Companies
Records can be added manually, via Search, Inbound, or CSV import
Lists can be renamed, duplicated, deleted, or filtered at any time
Structure
Each list displays records in a table format, with customized columns depending on the data type (name, title, company, LinkedIn, phone, signals, etc.)
Supports filters, sorting, bulk actions, and column customization
Integration with Campaigns
A list can be used directly as a target audience for outbound campaigns
This reduces the time needed to build campaigns, since contacts are already filtered and grouped