The Lists feature in Heartbeat AI helps you organize, track, and manage your contacts efficiently. You can create, edit, and delete lists to streamline your recruitment or outreach process.


Creating a New List

  1. Navigate to the Lists page from the top menu.
  2. Click "Add New List" in the top right corner.
  3. Name your list and save it—your list is now ready for candidates to be added.


Adding Candidates to a List

  1. From the Search page, select candidates you want to save.
  2. Click "Add to List" and choose an existing list or create a new one.
  3. The selected candidates will now be stored in your chosen list for easy access.


Managing Your Lists

  • View all your lists, including system-generated ones (e.g., Qualified Candidate, Contacted – Not Interested, Could Not Connect).
  • Click on any list to see the candidates inside.
  • Remove or update candidates as needed.


Deleting a List

  1. Navigate to the Lists page.
  2. Locate the list you want to delete.
  3. Click the trash icon next to it.
  4. Confirm the deletion—please note this action is permanent.


Best Practices for List Management

  • Organize Efficiently: Use clear, descriptive names for your lists to easily track progress.
  • Keep It Updated: Regularly review and update lists to reflect the latest candidate interactions.
  • Use System Lists: The default lists help categorize outreach status, making follow-ups more effective.


Need help? Reach out to our support team via live chat or email us at contact@heartbeat.ai.