Navigation and glossary

Updated Markdown

Where things are in the app#

The left navigation is a permanent icon rail. Item order and the label under each icon tell you where you are — there are no group headings any more. Top to bottom: Home (Start; your projects and lists at a glance) and Lists (Listen), then Find (Finden). Clicking it opens the search you used last (the first time: Person Search); at the top of every search page a switch leads to the others: Individual (Person Search), People and Companies (Segment Search), Markets and AI Research (starting a new run also works on a phone — see "Using ListPlus on a phone or tablet"). Then Flows, the overview of everything that moves records through your workspace (see "Flows — everything that moves records, on one page"). The Inbox (Eingang) is a page of Flows: click Flows, then Inbox in the left column under Comes in; Add content at its top right opens the manual input. Clicking Flows opens To do first. The number on the Flows icon is what needs you: entries to release, failed or held ones, undecided Inbox entries, places that need attention and new AI research hits. Its left column also holds To do, the Inbox, lists with their own way in, Connected accounts and your Pipelines, where you set up where your records are sent on to — your CRM, Slack, a sequencer, n8n, Make, Zapier or your own API (see "Pipelines — send records on to your CRM, Slack, e-mail or API"). Watchlist (formerly Saved / Gemerkt) sits right after Find, before Flows: the bookmark icon labelled "Watch", with a small grey number of contacts on your watchlist once they have been loaded. The number turns violet when contacts or companies with alerts have news you haven't seen yet (a job change, a new LinkedIn post, new job postings of a company); clicking it then opens the Watchlist's News view (see "The Watchlist (saved contacts)" and "Companies on the Watchlist and company alerts").

Home, Lists, the searches, Inbox, Watchlist and Flows all open a full page — none of them is a floating panel any more. Clicking Lists from another page opens the Lists view with your project/list tree and nothing chosen yet; it never jumps straight into the list you had open (see below).

Clicking the rail item of the page you are already on shows or hides that page's left column — this works for Lists, Watchlist and Flows on windows 750 pixels wide or more. Clicking Find while you are on a search does nothing; use the switch at the top of the page instead.

At the bottom: Commands (a magnifier icon only, no text label — ⌘K on Mac, Ctrl+K elsewhere), your credit balance, a gear icon for Settings (once signed in), and your avatar.

Text labels under the icons only appear once your browser window is at least 768 pixels wide and 720 pixels tall; on a smaller window you see icons with tooltips instead. On short windows (below 605 pixels tall) the rail also hides the Commands icon to save vertical space — everything stays reachable through Commands (⌘K) or by making the window taller.

The gear icon opens Settings (/app/settings) as a full page, not a floating panel any more. It groups everything in two sections: My account holds Profile & sign-in (your language, email, passkeys, signed-in devices and "Delete account"); Workspace holds General, Members, Company knowledge, Plan & billing, Credits & usage, Connected accounts, Privacy & compliance (the workspace policy and the privacy documents) and Block list — see "Where are my settings, and where is the Block list?" below. Your avatar opens a separate menu: your name, a card for the active workspace (its plan badge, a switch icon, and your credit balance with + Top up for the owner), then Settings, Plan & billing, Help, Language (English, Deutsch, Español, Français) and Sign out. Without an account, the avatar menu shows Guest with a Start for free button and the Plans & Billing, Help, Language and Login rows.

Workspaces#

Everything you work on — lists, projects, the Watchlist, the Inbox, AI Research runs, pipelines and connected accounts — lives in a workspace and is shared with its members. Every account starts with one workspace, and you can create more. The workspace switcher sits in the header of the Home page (where the plan button used to be) and is also reachable from the workspace row in your avatar menu; use it to switch workspaces, invite people, open Workspace settings or Create workspace. See "What is a workspace?" and "Switch, create and rename workspaces".

The Lists view#

Clicking Lists, or opening any list, puts you in the Lists view. On windows 750 pixels wide or more, a project/list tree can be docked as a column next to the rail. With no list open it is always shown; inside a list it starts collapsed so the list gets the full width — open it with Show list tree in the list header, ⌘⇧L, or a second click on Lists in the rail. You can collapse it again (the round button on its divider, or ⌘⇧L) and resize it by dragging the divider (double-click resets it, and your width and open/closed state are remembered). On phones (below 750 pixels) the rail itself is replaced by a Menu button at the top left, the docked tree is hidden, and the list header shows a Show list tree button (also ⌘⇧L) that opens it as a panel instead.

With no list open, you see "Pick a list" once you have lists ("All your lists and projects are on the left – one click opens a list here.") or the "No lists yet" start page if you don't — with six ways to a first list and Open a sample list (see "Create a list and import a file"). This page is browsable without an account. A + next to the "Lists" title in the tree starts a new list; owners and admins of the workspace can drag a list onto a project folder to move it in, or onto Your Lists to take it back out — see "Projects and list management" for the full rules.

Inside a list#

The list header, left to right: the list's title (click to rename), the Find & evaluate search field, Reload (only for lists imported from an online source), the save status (Saved / Saving … — edits are saved automatically) with Undo and Redo, four quick buttons — Analyze, Record, Enrich, Triggers — each opening one panel, a More menu split into Essentials (those same four panels) and More tools (Sublists, Changes, Columns, Prompts, Automation, Dashboard), an Export arrow, a Set up icon (two sliders next to the list's name; a full page with everything the list can do — webhook, statuses, columns, look, permissions; see "Set up: what a list can do, and its settings"), and a ⋯ menu with more export options, Add Column and List Settings (which opens the same Set up page).

Selecting rows shows a selection bar above the grid with actions for just those rows (Enrich, Status, Tag, Add) — this bar only appears when no evaluation is active; with an evaluation active, the evaluation bar offers enrichment for the selection instead. The status bar at the bottom shows view filters (All, Filtered, Selection, Changes), your tag chips, the credits spent on this list, and the zoom level. See "list-editor-tour" for the full walkthrough of every panel.

Glossary#

Term (EN / DE)MeaningWhere you see it
List (Liste)A table of rows and columns holding your contacts or companies.Lists view, list header
Record / row (Datensatz / Zeile)One entry in a list, usually one person or company.Grid, status bar, record limit
Column & content type (Spalte & Inhaltstyp)A field in a list; its content type (email, first name, company, phone, LinkedIn URL and more — about 170 in total) decides which checks, enrichments and AI examples are offered for it.Add Column dialog, Set up → Columns
Project (Projekt)A folder on Home that groups related lists together.Home page
Workspace (Workspace)The shared space for a team or client: its lists, projects, Watchlist, Inbox, research, pipelines and connections. Paid actions use the workspace owner's plan and credits.Home header switcher, avatar menu
Owner / Admin / Member (Owner / Admin / Mitglied)The three roles in a workspace. The owner's plan and credits pay for it; owners and admins manage lists and settings; members work with the data.Members & invites
Sublist (Subliste)A saved segment of a list: a named rule (a filter) with a color and a live count of the rows it applies to.Sublists panel
Tag (Tag)A free-text label on an individual row.Selection bar, status bar tag chips
Check (Check)A free, automatic test of your data's quality, such as invalid emails or duplicate names.Analyze panel
Evaluation (Auswertung)The job you want a list ready for, e.g. Cold Email; every row is rated ready, enrichable or unusable against it.Find & evaluate field
Enrichment (Anreicherung)Looking up missing data — email, phone, company, LinkedIn — from external data providers; most lookups cost credits.Enrich panel, the ✨ cell wand
Provider (Anbieter)The external data source behind a lookup, such as Prospeo or FullEnrich.Record panel, "Enriched" sections
Credit (Credit)The currency for paid actions in ListPlus, shown as "CR".Rail footer, Settings → Credits & usage
Balance (Guthaben)Your current credit total.Avatar menu workspace card, Settings → Credits & usage
Record limit (Datensatzlimit)The rows the workspace owner's plan edits, counted across all lists in all workspaces that person owns; above it the lists are read-only (Basic imports up to 25,000, edits 5,000).Record-limit warning
Watchlist (formerly Saved / Gemerkt)People your workspace chose to keep — from a search or the Inbox — until they go into a list or a pipeline. Contacts on it can get alerts (Set alert: job change, new LinkedIn posts, checked weekly or daily — paid per contact and month). Companies are kept apart under Companies and can get alerts on new job postings. Someone you only viewed isn't on it; they show under Recently viewed (bottom of the Watchlist page's left column).Watchlist page
Inbox (Eingang)Where you paste notes, signatures or invitations — or forward an email — and ListPlus recognizes the people in them.Flows → Inbox
API connection / MCP (API-Verbindung)A token that gives one AI agent (Claude, ChatGPT, or your own script) scoped access to one list.Automation panel
Push back / Write to source (Zurückspielen)Sending your edits back to the source system you imported from — one-way, and only when someone clicks it.Changes panel → Write to HubSpot (or the source's name)
Reload from source (Neu laden)Pulling fresh data from the source into the list — the opposite direction from push back.Reload button in the list header

App vs website names#

The app uses short names; the listplus.ai website uses descriptive ones for the same thing:

App nameWebsite name
Segment Search (Segmentsuche) — People / Companies in the Find switchAudience database
AI Research (KI-Recherche)AI audience research
Person Search (Personensuche)Person lookup / email finder
BasicThe plan without a monthly fee (never "Free" — you still need credits once your starting 25 are used)

The Inbox is neither your email inbox nor the Outlook add-in — see the FAQ below.

For advanced users#

  • A list is a table of records (rows) and columns; records count against the workspace owner's record limit, across all workspaces that person owns.
  • Each column has a content type (email, first name, company, phone, LinkedIn URL, country and more — about 170 in total), detected automatically at import and changeable later. The type decides which checks, enrichments and AI examples are offered for that column.
  • Every row keeps its enrichment results by provider, separate from your own cell values — nothing overwrites a cell on its own. You choose when to fill empty cells from them, or take a single value over in the Record panel.
  • Sublists are saved segments of a list: each is a named rule (a filter) that shows the rows it applies to right now. Tags are free labels on individual rows; a sublist rule can use them.

Related topics: what-is-listplus · which-finder-do-i-use · list-editor-tour · saving-is-manual · what-is-a-workspace · enrichment-overview · campaign-ready-evaluations · segments-and-tags · account-and-login.

FAQ#

Where do I find things in the app?#

The left navigation is a permanent icon rail with no group headings: Home and Lists sit at the top, then Find (it opens the search you used last; a switch at the top of each search leads to Individual, People, Companies, Markets and AI Research), then the Watchlist (bookmark icon), then Flows (it opens To do; its left column leads to the Inbox and to your pipelines). At the bottom sit Commands (a magnifier icon, ⌘K or Ctrl+K), your credit balance, a gear icon for Settings, and your avatar. Every item opens a full page; the workspace switcher is in the Home page header and in your avatar menu.

Where is the Enrich button in a list?#

The Enrich button sits in the list header next to Analyze and Record, and opens the Enrich panel. Select rows with no evaluation active and a selection bar above the grid offers Enrich for just those rows; with an evaluation active, the evaluation bar offers enrichment instead. Enrichment costs credits per lookup, and the Enrich menu and the selection bar show the maximum cost before you start.

Where are the other list panels like Prompts or Automation?#

In a list, click More in the header. Essentials holds Analyze, Record, Enrich and Triggers; More tools holds Sublists, Changes, Columns, Prompts, Automation and Dashboard — Enrich, Triggers, Prompts and Automation only appear if you can edit the list.

Why are the app names different from the website?#

The app uses short names, the website uses descriptive ones: Segment Search (Segmentsuche) is the website's "audience database", AI Research (KI-Recherche) is its "AI audience research", and Person Search (Personensuche) is its "person lookup". The plan without a monthly fee is called Basic, not Free — you still need credits once your starting 25 are used.

Is the Inbox my email inbox?#

No — the Inbox (Eingang) is a place in ListPlus where you paste notes, email signatures or calendar invitations, or forward an email to your own Inbox address, and ListPlus recognizes the people in them; it does not read your mailbox. It is also not the Outlook add-in, which works inside Outlook itself. Entries disappear after 14 days unless you save the contacts or add them to a list.

How is data organised in ListPlus? (technical)#

A list is a table of records (rows) and columns, and each column has a content type — email, first name, company, LinkedIn URL and about 170 more — that decides which checks, enrichments and AI examples apply to it. Every row keeps its enrichment results by provider, separate from your own cell values, and you choose when to fill empty cells from them. Sublists are saved segments of a list (each a named rule that filters the rows), and tags are free labels on individual rows.

What is a sublist?#

A sublist is a saved segment of a list — a named rule (a filter) with a color and a live count, showing the rows it applies to right now, which you can filter, enrich or export on their own. You can't add single rows by hand; to collect rows yourself, tag them and make a sublist with the rule "Tags is one of …". Create or manage sublists in the Sublists panel, under More in the list header.

What is the difference between tags and sublists?#

Tags are free-text labels on individual rows, good for quick, informal marking. Sublists are saved rules that show the matching rows of a list, which you can filter or export on their own. They work together: a sublist with the rule "Tags is one of …" shows every row that carries a tag, and a row can carry several tags and match several sublists at once.

What is a project?#

A project is a folder on the Home page that groups related lists together, showing their combined list count, record count and last-modified date. Create one with + New under Projects, then drag a list onto it, or create a new list while inside the project. Deleting a project does not delete its lists — they just become unassigned.

What is a content type, and why does it matter?#

Every column has a content type — email, first name, company, phone, country, LinkedIn URL and many more — that ListPlus detects automatically when you import data. The content type decides which quality checks, enrichment routes and AI example prompts are offered for that column, so a wrong type can hide the right options. Change it any time under Set up → Columns in the list, though the page reloads after you save.

What does the CR number at the bottom mean?#

CR is the small label under the number at the bottom of the left navigation — the number above it is your current credit balance. Click it, or open Settings → Credits & usage (gear icon, or your avatar menu), to buy more credits or see how they were spent. (What credits are and cost is explained in "credits-explained".)

Why don't I see labels under the navigation icons?#

Labels only appear once your browser window is at least 768 pixels wide and 720 pixels tall; a smaller or narrower window shows icons with tooltips instead. On short windows (below 605 pixels tall) the app also hides the Commands icon to save vertical space. Everything stays reachable — open Commands with ⌘K (or Ctrl+K), or make the window taller.

Where are my settings, and where is the Block list?#

Click the gear icon at the bottom of the left navigation, or "Settings" in your avatar menu, to open Settings as a full page. "My account" holds Profile & sign-in (your language, email, passkeys and signed-in devices); "Workspace" holds General, Members, Company knowledge, Plan & billing, Credits & usage, Connected accounts, Privacy & compliance (the workspace policy, the privacy package and the DPA) and Block list — the emails and domains your workspace never wants in a list or pipeline. On a phone, Settings shows as a list of sections that each open full-width.

What is the difference between the Watchlist and Lists?#

Lists is the Lists item in the left rail: it opens the Lists view with your project/list tree, and inside a list it shows or hides that tree. The Watchlist (formerly Saved, German Gemerkt) is the bookmark icon after Find in the rail, labelled "Watch" there; the page is titled "Watchlist" in every language; the article on the Watchlist and Lists explains why both exist and how they differ.

What does "enrichable" mean?#

Enrichable means a row is missing something your chosen evaluation needs, but that data can likely be looked up through enrichment — unlike ready (already complete) or unusable (missing something enrichment can't fix, such as no name and no company to search by). You see these labels once you pick an evaluation, such as Cold Email, in the Find & evaluate field. Enriching only the enrichable rows keeps costs down, and the app always shows the maximum cost first.