> ## Documentation Index
> Fetch the complete documentation index at: https://docs.inboxapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead lists, tags, and filters

> Create a lead list, add people to it, and organize leads with tags, custom fields, and filters.

export const Youtube = ({id, title = "YouTube video"}) => {
  const [playing, setPlaying] = useState(false);
  const poster = `https://i.ytimg.com/vi/${id}/hqdefault.jpg`;
  if (playing) {
    return <div className="relative my-6 aspect-video overflow-hidden rounded-xl border bg-gray-900">
        <iframe title={title} src={`https://www.youtube-nocookie.com/embed/${id}?autoplay=1&rel=0`} allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen className="absolute inset-0 h-full w-full" />
      </div>;
  }
  return <div className="relative my-6 aspect-video overflow-hidden rounded-xl border bg-gray-900">
      <button type="button" onClick={() => setPlaying(true)} className="group absolute inset-0 flex w-full items-center justify-center" aria-label={`Play ${title}`}>
        <img src={poster} alt="" className="absolute inset-0 h-full w-full object-cover" />
        <span className="relative z-10 flex h-14 w-14 items-center justify-center rounded-full bg-black/70 text-white shadow-lg transition group-hover:scale-105 group-hover:bg-black/85">
          <svg viewBox="0 0 24 24" className="ml-0.5 h-6 w-6 fill-current" aria-hidden>
            <path d="M8 5v14l11-7z" />
          </svg>
        </span>
      </button>
      <a href={`https://www.youtube.com/watch?v=${id}`} target="_blank" rel="noreferrer" className="sr-only">
        Watch on YouTube
      </a>
    </div>;
};

<Note>Available on Pro. See [Plans](/get-started/plans).</Note>

<Youtube id="r3q0Ax4FjXg" />

## Create a list

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

## Add leads

From **Add Leads** you can import from:

* Inboxapp’s X prospecting database (**Search Leads**)
* A CSV — [Import leads from a CSV](/help/leads-management/importing/importing-leads-to-inboxapp-from-a-csv-file)
* Plain text of usernames or IDs
* Followers or following of an X account, X lists, and post engagement — [Import leads from X](/help/sales/import-leads)

Credits apply on earlier Pro plans — see [Plans and credits](/help/billing/billing-plans-and-credits).

### 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.

<Frame>
  <img src="https://mintcdn.com/inboxtechinc/dgSDSEato981ZoWO/images/help/create-your-first-lead-list/image-1502387434.png?fit=max&auto=format&n=dgSDSEato981ZoWO&q=85&s=ab29ef0c15a23173447cf6f98c603f9e" alt="Lead search results with bio filter for investor" width="1880" height="1598" data-path="images/help/create-your-first-lead-list/image-1502387434.png" />
</Frame>

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

## 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.

## 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](/help/sales/sequences).

## 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](/help/leads-management/organize/exporting-leads-from-inboxapp).

Pipeline statuses live under **Settings → Statuses** — [Add statuses to the pipeline](/help/inbox/statuses).

## Related

* [Import leads from X](/help/sales/import-leads)
* [Reachable leads and the Contacted list](/help/sales/reachable-leads)
* [Create your first campaign](/help/campaigns/build/create-your-first-campaign)

Still stuck? Contact support from the app.


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