Lead lists, tags, and filters

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Create a list

1. Go to Leads.
2. Click Create New List.
3. Name the list (for example, “Investors”) and click Save.

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Add leads

From Add Leads you can import from:

• Inboxapp’s X prospecting database (Search Leads)
• A CSV — Import leads from a CSV
• Plain text of usernames or IDs
• Followers or following of an X account, X lists, and post engagement — Import leads from X

Credits apply on earlier Pro plans — see Plans and credits.

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Example: search the database

1. Choose Search Leads.
2. Filter by keyword — for example Bio → Contains → investor.
3. Select profiles (drag to select), click Add to List, and choose your list.

Bio filtering applies to database profiles, not leads you’ve already imported.

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Tags

1. Go to Settings → Tags.
2. Create, edit, or delete tags, and assign colors for quick visual cues.

Common uses: source, priority, interest, client, or campaign cohort. Tags apply to both leads and conversations.

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Custom fields

1. Open the custom fields section in Settings.
2. Add the fields you need — for example Lead Source or Interest Level.
3. Fill them in on leads as you work.

Custom fields can be inserted into campaign messages — Sequences, personalization, and scheduling.

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Filter and segment

• Segment lists by interest, engagement, role, or industry, then tailor messaging per segment.
• Filter exports by date, status, tag, source, or custom field — Export leads.

Pipeline statuses live under Settings → Statuses — Add statuses to the pipeline.

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Related

• Import leads from X
• Reachable leads and the Contacted list
• Create your first campaign

Still stuck? Contact support from the app.