The Lists section is where you manage your prospect databases in Enginy. It is divided into two main tabs — Contacts and Companies — from which you can organize your data, enrich it, and launch engagement campaigns.

Before working with Lists, make sure the following are in place depending on the features you plan to use:

When you open the Lists section, you see your lists organized in rows within a table. You can also group lists into folders for easier management. The dashboard has two top-level tabs: Contacts and Companies.

Each row in the table represents a list and displays the following information:

Above the table, you have the following tools to locate specific lists:

At the far right of every row there is a three-dot button. Clicking it opens a menu with the following options:

When you select one or more lists using the checkbox at the left of each row, a bottom bar appears with the following actions:

Clicking on a list row opens the Detail View. This view displays a table with many columns sourced from different origins: LinkedIn data, AI variables, CRM fields, formula fields, custom fields, and data-enrichment providers (e.g., professional emails, phones).

At the top right of the detail view you will find:

Clicking the list name at the top reveals a dropdown to quickly switch to any other list or to the All Contacts / All Companies aggregate view.

The table columns are color-coded by source:

Above the table you have several filters to customize your view:

Hover your cursor between any two column headers. A divider with a + button appears. Clicking it opens a menu with:

Below these shortcuts you can browse or search through all existing fields. Tabs within this dropdown let you filter by category: All, Contact, Company, AI Variables, CRM, Formulas, Notes, and Other Columns.

In addition to individual lists, there are two aggregate views:

You can access these from the list-name dropdown at the top of the detail view.

Inside a list, the Contacts and Companies tabs at the top right let you switch entity types. If you’re in any Contact list and click the Companies tab, you’ll see All Companies. The same applies to Company lists: clicking the Contacts tab takes you to All Contacts.

Additionally, there is another way to see the companies view of a specific list of contacts, or the contacts view from a list of companies. The behavior is as follows:

When you select contacts or companies using their row checkboxes, a bottom bar appears with these actions:

More sub-actions:

In the top-right corner of the detail view, next to the Enrich and Add Contacts buttons (or Add Companies in company lists), you’ll find a three-dot (⋯) menu with the following options:

Clicking the Enrich button above the list table opens a modal with tools specific to the entity type you are viewing.

The enrichment modal for contacts is divided into five categories:

To enrich contacts with email or phone data:

Fields populated by phone/email enrichment:

Displays all available contact-type AI variables. Select one or more variables and run them on the selected contacts. You can also click Create New AI Variable from this panel.

To run AI enrichment:

Sync with your CRM — During the CRM sync, Enginy compares the mapped fields between Enginy and your CRM. This comparison only runs when the sync mapping finds a match — when Enginy can link a Contact or Company to its CRM record based on the matching fields defined in the sync mapping.

You can click in Create new CRM field to create in Enginy a new CRM field, which later you will need to map it the integration settings. And you can even sync this new field with an existing field.

You can also switch on the option Full resync, which reset all contact data and sync from scratch.

Displays all existing formulas. Select one or more to run, or click Create New Formula to define a new one.

The enrichment modal for companies has four categories (Data Cleanup is not available for companies):

When using "Get contacts from company" (Add contacts to company):

The "Contacts Count" column in the companies table shows three elements:

E.g of inaccurate results:

Displays all available company-type AI variables. Select one or more variables and run them on the selected contacts. You can also click Create New AI Variable from this panel.

To run AI enrichment:

Sync with your CRM — During the CRM sync, Enginy compares the mapped fields between Enginy and your CRM. This comparison only runs when the sync mapping finds a match — when Enginy can link a Contact or Company to its CRM record based on the matching fields defined in the sync mapping.

You can click in Create new CRM field to create in Enginy a new CRM field, which later you will need to map it the integration settings. And you can even sync this new field with an existing field.

You can also switch on a toggle for the option Full resync, which reset all company data and sync from scratch.

Displays all existing formulas. Select one or more to run, or click Create New Formula to define a new one.

If you imported companies or contacts from a non-LinkedIn source (e.g., CSV, CRM), you can locate them on LinkedIn to scrape additional information.

If you have the LinkedIn URL:

If you do not have the LinkedIn URL:

When searching by name for companies it is Find data by name or domain, and you can apply additional matching filters:

Additional filters (to refine even more the matching criteria):

If the wrong company is matched, click the magnifying glass icon next to the company name to see other LinkedIn companies with that name and select the correct one to replace and scrape automatically. You can also select multiple which will create as many more rows selected.

Enginy automatically scores contacts and companies based on how closely they match your Ideal Customer Profile (ICP) defined in the AI Playbook. Two columns are available in the data table:

Each score classifies the record as High, Medium, Low, or Disqualified. Hover over any score to see the specific reasons behind the rating.

Click Add Companies (from within a list) or Create new (from the Lists dashboard) to open the Create List modal. The following import options are available for companies.

Provides a text box where you describe your ideal customer (e.g., “companies in Barcelona with €2M in revenue”). The AI processes your description and generates matching companies by applying Sales Navigator filters, then opens the Search for Companies modal with those filters pre-filled.

Before opening the Search for Companies modal, you’ll see AI-suggested company presets. Clicking one opens the modal with the relevant tags already filled in. These presets uses the information configured in your AI Playbook. These recommendations refresh weekly.

The Search for Companies modal has the following structure:

For Search Keywords, Industry, and Headquarters Location, click the star icon to open an AI prompt. Describe what you are looking for (e.g., "Which industries are you interested in?"), choose Include or Exclude, and the AI generates additional relevant tags.

After applying filters, a preview of matching companies appears. You can:

Opens a filter-based search modal:

Opens a Find companies by technology stack from TheirStack modal.

Saved Searches — Reuse previously saved filter sets.

After applying filters, a preview appears. Set the number of companies to import and click Import. A dialog lets you choose a new or existing list.

Opens a Find companies from job postings on TheirStack modal.

Saved Searches — Reuse previously saved filter sets.

After applying filters, a preview appears. Configure the import count and click Import to add to a new or existing list.

Opens a Find companies from Crunchbase modal.

Saved Searches — Reuse previously saved filter sets.

After applying filters, a preview appears. Configure the import count or select the ones you want and click Import to add to a new or existing list.

Two options:

After filling in the fields, choose a new or existing list to create the company.

Click Add Contacts (from within a list) or Create new (from the Lists dashboard) to open the Create List modal for contacts.

Works the same as the AI Finder for companies. Provide a text description of your ideal contact and the AI generates a matching list.

Before opening the Search for Contacts modal, you’ll see AI Recommendations contact presets. Clicking one opens the modal with the relevant tags already filled in. These presets use information tailored to your identity. Recommendations refresh weekly.

The Search for Contacts modal has the following structure:

Opens a Search for Contacts modal.

AI Suggested Posts are available as preset cards based on your AI Playbook data (e.g., "Posts from Competitor", "Posts Mentioning Competitors", "Posts from Industry Mention"). The AI uses your company info, competitors, and ICP to suggest relevant posts.

Select an identity from your Enginy account and import all of their LinkedIn connections.

Select an identity and import all of their LinkedIn followers.

Opens a Find contacts from Crunchbase modal.

Saved Searches — Reuse previously saved filter sets.

After applying filters, a preview appears. Configure the import count or select the ones you want and click Import to add to a new or existing list.

Same filter-based approach as for companies: use HubSpot Property, Operator, and Value to define filters. Preview results and import.

Select a contact list from the CRM dropdown and import.

Two options:

After filling in the fields, choose a new or existing list to create the contact.

Enginy's AI generates targeted lead-list recommendations based on your company information, ICPs, products, and AI Playbook data. There are four types of recommendations, refreshed weekly:

Go to Create List and choose one of: Find Contacts on LinkedIn, Find Companies on LinkedIn, Import from LinkedIn Posts, or Import from LinkedIn Events. In each section you will see an AI Recommendations area.

When you import contacts from posts or events, Enginy automatically tags those leads with an intent signal (emoji) in the list’s Intent data field:

Contacts list: bottom bar or top-right corner three dots button (when rows are selected).

Companies list: bottom bar or top-right corner three dots button (when rows are selected).

You can find export reports and downloadable files in the Activity section of Enginy.

To move contacts or companies from one list to another:

If your company list contains legal names with suffixes (Ltd, SA, SL, Inc., etc.) and you need clean trade names for LinkedIn searches and enrichment:

The columns Contact exists in CRM and Company exists in CRM indicate whether a record already exists in your integrated CRM. The matching criteria are configured in your integration settings: in the Sync configuration.

If a contact exists in the CRM (Is contact in CRM -> Yes), the following fields become available, meaning they will pull data as well:

If a company exists in the CRM (Is company in CRM -> Yes), the following fields become available, meaning they will pull data as well:

Use the CSV Import Report to verify what was imported, who performed the import, when it happened, and whether there were any issues.

When enriching company lists with contacts, the ideal number depends on your use case:

Align the number of contacts with your campaign goals and outreach strategy.

Industries in the LinkedIn and Sales Navigator filters correspond to a closed list of options. Company pages on LinkedIn must select from this predefined set, so your desired industry might not appear exactly as expected.

How to resolve:

When importing contacts from LinkedIn, the following fields can be populated:

Because multiple contacts can be associated with the same company. For example, a single company may have several people from different departments in your list.

After importing from CSV, you must run enrichment to pull LinkedIn data. Select the companies, then go to Enrich > Find data by LinkedIn URL (if you have the LinkedIn URL) or Enrich > Find data by name or domain (if you only have the company name). If the name search does not find a match, the system will attempt a domain-based search.

Fast mode uses only the quickest data sub-providers, returning results faster but potentially missing some records. Deep mode queries all available suppliers, which takes longer but has a higher probability of finding email addresses or phone numbers.

The scoring system requires specific fields to calculate a score. For companies: name, industry, description, employee range, number of employees, country, and city. For contacts: job title, company, and location. If any of these fields are missing, the record shows "Missing Data". Scrape data from LinkedIn to fill in the missing data. If LinkedIn also lacks this information, the status will remain as "Missing Data".

Yes. When you use the Change List action, you can check multiple lists to keep the contacts in all of them simultaneously. Uncheck a list only if you want to remove the contacts from it.