ForgeSendDocs

Lists & Contacts

A list is a named group of contacts scoped to a workspace. Campaigns enroll leads from a list; nothing sends without one. Contact identity is workspace-wide (keyed on workspace + email) — the same list membership doesn't duplicate a contact, but the same person can belong to more than one list.

The Lists page

Lists in the sidebar is a single table of every list in the workspace — there's no tab switcher here. Searching and importing leads directly is a separate sidebar item, Find Leads, not a tab within this page.

Lists page — read only

Lists

Add contactImport CSV
List NameContactsCreatedActions
Q3 aviation buyers248Jul 2, 2026View

Import CSV on this page is a combined modal — it opens a real drag-and-drop CSV importer with column mapping, not just a bare "name a list" dialog. If you close it without attaching a file, it falls back to creating an empty list with whatever name you typed. See Importing contacts for the full flow either way.

List detail view

Opening a list (/dashboard/lists/[listId]) shows one of two states:

  • Empty list — a centered placeholder: "No contacts yet — Import a CSV or add a contact to get started." No quality strip, no table, no Verify List button yet.
  • List with contacts — the quality strip, then a filterable contact grid. Verify List only appears in the header once the list has at least one contact.
List detail — read only

Q3 aviation buyers

248 contacts

Import CSVAdd contactVerify List
Quality strip and contact grid render below.

There is no "Enrich list" action anywhere on this page today — enrichment only happens through Lead Finder, which finds and imports contacts already enriched. A list you've built from CSV or manual add stays as-is unless you verify it or bring in Lead Finder results.

The quality strip

A one-line summary bar above the contact grid breaks the whole list down by verification outcome: Total, Verified, High prob., Catch-all, Risky, Invalid, No email, Unverified. Zero-count categories are dimmed rather than hidden, so the shape of your list is visible at a glance. The strip doesn't render at all on an empty list.

Quality strip — read only
248Total
140Verified
0High prob.
0Catch-all
32Risky
9Invalid
0No email
67Unverified

The contact grid itself can be filtered by status, source (Lead Finder vs. CSV & other), seniority, and tags, plus a free-text search across name and company — see the contact grid shown in Importing contacts.

How contacts get in

There are three ways a contact ends up in a list:

  • CSV import — bulk, up to 5,000 rows per upload
  • Manual add — one contact at a time, from either the list page or the Lists page's quick-add flow
  • Lead Finder — searched and imported directly from the Find Leads page, arriving already enriched

Where to go next

Next: Importing contacts — CSV mapping, manual add, editing