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How to Create Saved Lists In AiXUP

Learn how to create Saved Lists in AiXUP using two simple methods—before searching or during a live search—to organize leads by profession, industry, or location for faster outreach and better campaigns.

Updated over 3 months ago

Overview

Saved Lists in AiXUP help you organize leads by audience, industry, or campaign so you can easily reuse them for outreach, CRM syncing, and AI actions. This guide walks you through two simple ways to create a Saved List.


Method 1: Create a Saved List Before Searching

  1. Navigate to Lead Search in your AiXUP dashboard.

  2. Click on Saved Lists.

  3. Select Create New at the top.

  4. Enter a name for your list (e.g., Accountants).

  5. Choose the correct List Type:

    • Select People when targeting job titles or professions (data is pulled from LinkedIn profiles).

  6. Click Save.

Your Saved List is now ready to use for future searches.


Method 2: Create a Saved List During a Search

  1. Go to Lead Search and click New Search.

  2. Enter your search criteria (e.g., HVAC).

  3. Choose a location (e.g., New Jersey).

  4. Below the list selector, click the blue text Create New List.

  5. Name your list (e.g., HVAC in New Jersey).

  6. Confirm the list type (auto-selected based on your search).

  7. Click Save, then select Continue.

AiXUP will automatically run the search and create the Saved List with the results.


Viewing Your Saved Lists

  • Return to Saved Lists at any time to view, manage, or reuse your lists.

  • Lists created during a search will appear automatically after the search completes.


Need Help?

If you have questions or need assistance, use the in-app chat or search the Help Center. Our goal is to help you stay organized and move faster with AiXUP.

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