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How to move or merge lead lists in Kanbox?

Keep your lead lists clean by merging multiple imports or segmenting them into targeted groups.

Updated over a month ago

By default, each import in Kanbox creates a new list. This ensures that you can monitor import progress and trace every lead back to its original search.

Once the import is complete, you can move all or part of the leads into a new list or an existing one.


How to merge two lists

To combine two imports into a single, unified list:

  1. Create a new empty list.

  2. Move all leads from the first import into this list.

  3. Move all leads from the second import into the same list.

You now have a merged list that you can filter, enrich, or use in an automation campaign.


How to split a list

You can also segment a single list into smaller, more focused groups.
Just select specific leads and move them into separate lists based on criteria like role, location, or company.

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