# Lists and tags

> Group contacts into lists for campaigns, events and working sets, and label them with tags you can filter on.

Source: https://www.leadlex.com/help/crm-basics/lists-and-tags
Last updated: 2026-10-21

Lists and tags both help you slice your network, and they do different jobs. A **list** is a named group you work through, such as the people you met at a conference or the contacts for a campaign. A **tag** is a label on a single contact, such as "Referral source", that you filter by.

A contact can be on many lists and carry many tags.

## Create a list

1. Open **Network** and select the **Lists** tab, or open **Lists** directly. Choose **Create List**.
2. In **Create New List**, enter a **List Name**, for example "Q1 2024 Prospects". The name is required.
3. Optionally add a **Description**.
4. Choose a **Type**: **General**, **Event** or **Campaign**.
5. Set **Visibility** to **Private** (only you) or **Shared with team**.
6. Save the list.

Conference mode creates an event list for you. See [Conference mode](/help/business-development/conference-mode).

## Add contacts to a list

- Select contacts in the **Contacts** table, then choose **Add to list** in the bar that appears. Pick an existing list, or type under **New list name…** to create one on the spot.
- Open a list and add people from there.
- When you import a CSV, tag every contact in the file so you can find them again as a group. See [Import contacts and companies](/help/getting-started/import-contacts-and-companies).

A contact's own **Lists** tab shows every list they belong to.

## Work with a list

The lists page shows each list's **Name**, **Type**, **Contacts**, **Created By** and **Created** date. Sort by **Newest First**, **Oldest First**, **Most Contacts**, **Least Contacts** or **Recently Updated**, or search with **Search lists...**.

Open a list to see its people and activity. You can export a list to a CSV file. With two or more lists, **Merge** combines them into one. Selecting contacts also gives you **Add to campaign**.

![A list with its contacts and bulk actions](/help/lists-and-tags/list-detail.webp "A list with its contacts and the bulk action bar.")

## Tag contacts

1. In the **Contacts** table, select one or more contacts.
2. Choose **Tag** in the bulk action bar.
3. In the dialog titled with how many contacts you picked, search for a tag or type a new name under **Search or create a tag…**. Tags you pick are shown under **Selected**.
4. Confirm.

You can also set tags on a single contact when you add it (the **Tags** field), and import a tag on every contact in a CSV file.

Show the **Tags** column from **Columns** and filter the table by tag from **Filters**.

## Lists or tags

Use a list when you want to work through a group in order, share it with colleagues or send it to a campaign. Use a tag for a lasting property that you will filter on in many places, such as a source or a sector.

## What happens next

Ask Lexi to build on a list for you, for example "Who on this list have I not spoken to in 90 days?". See [Meet Lexi](/help/getting-started/meet-lexi).