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Lists are how prospects stay manageable. Each appears as a chip across the top of Engagement with a count, and All prospects holds everyone.

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Creating a list

Click New list at the end of the chips, name it, and it appears alongside the others.
A newly created empty lead list, with the message that prospects are moved in using the list selector on each profile
A new list starts empty, and the screen tells you how to fill it: move prospects into this list using the list selector on each profile.
Name a list after the reason someone is in it — engaged with the launch post, warm from a call, fintech founders. A list called “leads” tells you nothing in a month, and you’ll end up rebuilding it.

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Adding people

Prospects come from LinkedIn, not from a form here. While you’re reading — a post, a comment thread, someone’s profile — the browser extension lets you add that person to a list.
1

Install and connect the engagement extension

Not Depost Sync — that one only reads your own stats. Pick the workspace and brand the prospects should land in. See the extensions.
2

Open the person on LinkedIn

Their profile, or their comment on a post.
3

Add them to a list

Use the extension to save them. They appear in Engagement against the brand you selected.
Check which brand the extension is set to before a run of adding people. Prospects saved against the wrong brand have to be moved one at a time.

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Working the lists from LinkedIn

Your lists don’t stay in the dashboard. The extension carries them onto LinkedIn, so the list you built is there while you’re reading:
The extension panel on LinkedIn showing lead lists as chips with counts, an Open feed button, and filters for tag, status, follow-up due and last touch
Each list is a chip with its count. Open feed is the one worth knowing about: instead of scrolling LinkedIn and hoping the right people appear, it builds a feed from a list, so you see what those specific people posted. The filters underneath are about follow-through rather than discovery — status, follow-up due, needs follow-up, last touch. They answer “who have I left hanging”, which is the question that actually decides whether any of this works.
Sort by last touch once a week and work down. Relationships don’t fail because the first comment was weak. They fail because there was never a second one.

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Moving people between lists

Every prospect row has a list selector and a status. Both are dropdowns on the row, so re-filing someone takes one click without opening a detail screen. Prospect actions on the row covers the rest. Lead list actions on a list chip covers renaming and removing the list itself.

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Statuses

Each prospect carries a status — New on arrival, moving through whatever stages you use, with Won and Warm among them. Status and list are independent: the list is who they are, the status is where the conversation has got to.

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Finding people

  • Search by name
  • Filter to narrow by list and status
  • All time to restrict by when they were added

Engagement

The screen these lists live on.

Comments and messages

What gets said once someone is on a list.

Chrome extensions

Where prospects are actually added.