1. [Help](https://nuvia.ai/en/docs) 2. [Lists](https://nuvia.ai/en/docs/colecoes/19377988-lists) # How to manage lists and contacts Organize your contacts and companies in Nuvia's Lists module. Available on all plans Who can do it any user with access to the Lists module Updated on August 3, 2026 [Lists](https://nuvia.ai/en/docs/colecoes/19377988-lists) 1. [How to manage lists and contacts](https://nuvia.ai/en/docs/artigos/14499469-how-to-manage-lists-and-contacts) 2. [How to enrich contacts in a list](https://nuvia.ai/en/docs/artigos/14688472-how-to-enrich-contacts-in-a-list) 3. [How to use the Lists, People, Companies and Conversations tables](https://nuvia.ai/en/docs/artigos/17314020-how-to-use-lists-people-companies-conversations-tables) On this page 1. What you need before you start 2. Key concepts 3. Create a list 4. Remove records from the list 5. Manage columns 6. Column options 7. Use views to segment data 8. View settings 9. Sorting 10. Use the list in campaigns 11. Limits and rules 12. Common errors and solutions 13. Frequently asked questions **On this page13 sections** 1. What you need before you start 2. Key concepts 3. Create a list 4. Remove records from the list 5. Manage columns 6. Column options 7. Use views to segment data 8. View settings 9. Sorting 10. Use the list in campaigns 11. Limits and rules 12. Common errors and solutions 13. Frequently asked questions Organize contact and company databases for campaigns and agents The Lists module is where you organize your contacts and companies in Nuvia. **Available on:** all plans. **Who can do it:** any user with access to the Lists module. ## What you need before you start - Access to the **Lists** module in the sidebar - (To import a CSV) A .csv file of up to 10MB and up to 1,000 rows ## Key concepts ConceptWhat it isWhen to use **List** A static set of records (contacts or companies). It references records that exist on the platform To organize leads into reusable groups for campaigns and funnels **Record** The base entity (contact or company) that exists independently on the platform It's the data itself. The list only references records **View** A named saved filter inside a list. It lets you create reusable segments To segment data without creating separate lists (e.g. “Fintech CFOs”, “No email”) **Custom column** An additional column exclusive to one list, with extra data To store data specific to the list's context - **Lists are static:** a list is a snapshot of the moment it was created. New contacts that would match the same criteria in the future **aren't added automatically**. To keep the list up to date, repeat the add operation periodically. - **Two object types:** a list is always of **People **(contacts) or **Companies** (organizations). - **Records aren't duplicated:** the list only references the record; the contact's data isn't copied. If the contact is updated (name, phone, email), the list reflects the change automatically. ## Create a list There are 3 ways to create a list. Choose the one that best fits your case. ### Option 1 – Empty list Use it when you want to start from scratch and add contacts later. 1. In the sidebar, click **Lists** 2. Click **New list** 3. In the modal that opens, fill in: - **Name** – required (up to 100 characters) - **Object type** – Contact or Company - **Description** – optional 4. Click **Create list** The list is created right away with the **Ready** status and no records. ### Option 2 – From search results Use it when you've applied filters in Search and want to save the results as a list. 1. Open the **Search** module and apply the filters you want 2. Select the records (individually or all on the page) 3. Click **Add to list** 4. Choose **Create new list** and name it, or pick **Select existing** 5. Click **Save** For the full step by step, see [How to create lists from search results](https://nuvia.ai/en/docs/artigos/14501104-how-to-create-lists-from-search-results). ### Option 3 – CSV import Use it when you have an external spreadsheet with contact data. Note make sure you've already created a list. 1. Inside a list, click **Import / Export** > **Import CSV** 2. Upload the file and follow the 5 steps. ### Option 4 – Add records manually Use it when the contact already exists on the platform and you want to add it to a specific list. 1. Open the list you want 2. Click **+ Add contacts** 3. Use the search field to find records by name or other attributes 4. Use the advanced filters to refine the results, if needed 5. Check the records you want or choose **Select all on this page.** 6. Click **Add ** You'll see a confirmation message like: “X contact(s) added successfully!” If a record was already in the list, the message will say: “X contact(s) added. Y already existed in the list.” Tip the system prevents duplicates automatically; records already in the list are ignored. ## Remove records from the list 1. In the list table, hover over the record's row 2. Click the **“⋯”** icon that appears on the right 3. Select **“Remove”** 4. Confirm in the confirmation modal Important removing a record from the list **doesn't delete the contact or company** from the platform; it only removes the reference from the list. The record still exists and is available in other lists and modules. ## Manage columns Lists show contact or company data as columns in the table. You can customize which columns appear and add columns with extra data. ### Add a column 1. In the list table, click the **Add column** button in the top-right corner 2. Choose the column type: - **Record field** – mirrors a native attribute of the contact or company (e.g. Email, Phone, CNPJ) - **Custom field** – a custom field already set up on the platform (see [How to use custom fields](https://nuvia.ai/en/docs)) - **Custom column** – a new column exclusive to this list 3. For custom columns, set the data type: TypeDescription **Text (String)** Free text **Number (Number)** Numeric values **Date (Date)** Date **Boolean (Boolean)** Yes/No **Email ** Email address **URL** Link **Currency (Currency)** Monetary value **Reference** Points to another record (contact or company) ## Column options Click the **⌄** icon in any column header to open the options: ActionAvailable when Rename Custom column without a reference Move left / right There are adjacent columns Hide column A view is selected Remove column No view selected Critical **removing a column** permanently deletes all data stored in that column. The system asks for confirmation before doing it, but **there's no undo**. **Important: Hide column** only hides it from the current view; the data is kept. Columns with a **lock** icon can't be renamed or removed (e.g. the Name column). ## Use views to segment data Views are named saved filters. They're useful for creating reusable segments within a list without creating separate lists. ### Create a view 1. Apply filters to the list with the **Filters** button 2. Click **Create new view** 3. Name the view and confirm ## View settings Click **View** to open the **View settings** panel, where you can: - See the **Shown columns** and **Hidden columns** - Reorder the columns - Add or remove columns from the view ## Sorting Click **Sort** to set how records are sorted in the table. You can add multiple sort columns. ## Use the list in campaigns To use a list as a campaign audience: 1. In the **Campaigns** module, select the campaign you want 2. In the audience step, select the list you created as the source Important rules: - The list is used as a **snapshot** at the time of enrollment. Contacts added to the list later **aren't added automatically** to the campaign - The list **isn't locked** after it's linked to a campaign and can still be edited - For WhatsApp campaigns, make sure the list has contacts with a **phone number filled in** ## Limits and rules RuleValue **CSV file size ** Max. 10MB **Rows per CSV import** Max. 1,000 **Records per batch add** Max. 1,000 **List name** Max. 100 characters **Records per page in the table** 10, 25, 50 or 100 (default: 50) **Maximum records per list** No set limit **Custom column types** Text, Number, Date, Boolean, Email, URL, Currency, Reference **Deduplication within the list** Automatic; the same contact can't appear twice ## Common errors and solutions ProblemLikely causeSolution **List with “Error” status** The CSV file failed to process Check the CSV format (it must be .csv with a header in the first row) and try again **List with “Partial” status** Some CSV rows had an invalid format or a missing required field The valid records were imported. Fix the rows with errors and reimport **Records don't show up in the list after adding from Search** Asynchronous processing in progress Wait for the completion notification. For large volumes, processing can take a few minutes **Column removed by accident** Irreversible action The column's data is permanently lost. Recreate the column and fill in the data again **I can't edit a list** No edit permission Check with the administrator that you have permission to edit the list ## Frequently asked questions ## Frequently asked questions **Can I undo a CSV import?** There's no automatic undo. To remove records imported by mistake, open the list and remove them one by one or delete the whole list. **Does the list update automatically when I change a contact's data?** The contact's native fields (name, phone, email) are shown in real time in the list: if the contact is updated somewhere else, the list reflects the change. Only the list's **composition** (which contacts are in it) is static. **Can I use the same list in more than one campaign?** Yes. The list can be linked to multiple campaigns. Watch out for contact overlap: the same lead may receive messages from different campaigns. **What happens if I import a contact without a phone number into a WhatsApp campaign?** The platform doesn't block the link. The problem shows up at send time, when the system can't send to records without a valid phone number. **Can I create a list with only companies?** Yes. When creating the list, select **Company** as the object type. The list will only accept Company records. **What is a Reference column?** It's a column that points to another record on the platform (a Contact or a Company). It lets you create relationships between records. It can be set as a single value (1:1) or multiple values (1:N). **Can I export a list to CSV?** Yes. Use the **Import / Export** > **Export CSV** option inside the list. The export limit is 5,000 records per operation. **What's the difference between Hiding and Removing a column?Hide column** only hides it from the current view — the data is kept and you can show the column again later. **Remove column** permanently deletes the column and all data stored in it. There's no undo. **How do I filter within a list?** Use the **Filters** button in the list's action bar to apply filter criteria. To save that filter and reuse it, create a **view** by clicking **Create new view**. **What does a list's “Partial” status mean?** It means the import finished, but some rows had errors (e.g. invalid format, missing required field). The valid records were imported as usual. You can use the list in the Partial state. [NextHow to enrich contacts in a list](https://nuvia.ai/en/docs/artigos/14688472-how-to-enrich-contacts-in-a-list) Was this article helpful? ## Related articles - [How to create your first contact list in Nuvia](https://nuvia.ai/en/docs/artigos/14489491-how-to-create-your-first-contact-list) - [How to add search results to a campaign](https://nuvia.ai/en/docs/artigos/14575187-how-to-add-search-results-to-a-campaign) - [How to manage companies](https://nuvia.ai/en/docs/artigos/14590390-how-to-manage-companies) [Lists](https://nuvia.ai/en/docs/colecoes/19377988-lists) 1. [How to manage lists and contacts](https://nuvia.ai/en/docs/artigos/14499469-how-to-manage-lists-and-contacts) 2. [How to enrich contacts in a list](https://nuvia.ai/en/docs/artigos/14688472-how-to-enrich-contacts-in-a-list) 3. [How to use the Lists, People, Companies and Conversations tables](https://nuvia.ai/en/docs/artigos/17314020-how-to-use-lists-people-companies-conversations-tables) ## Still need help? Customers reach support through the chat inside the platform. Not a customer yet? Talk to our team. [Talk to support in the platform](https://app.nuvia.ai) [I'm not a customer yet](https://nuvia.ai/en/contact) --- Source: https://nuvia.ai/en/docs/artigos/14499469-how-to-manage-lists-and-contacts