# Keep lists of people and companies > Build lists, add columns that fill themselves, import and export CSV, and ask Outreach to find leads. The CRM keeps lists of people and companies, as fast grids. A list can have columns that fill themselves: an AI answer, a score, or a work email. Outreach can find leads for you, each with the page that shows that it fits. This page tells how to build and fill lists. ## Before you begin - The CRM is a product. A person sees it only when it has the product. See [Invite people and choose their roles](/docs/people). - Finding leads needs Outreach in the troop. The page offers **Hire Outreach** when you have none. - The email columns use your own Hunter key. See [Hunter](/docs/apps/hunter). ## The parts of the CRM Open **CRM** from **Products**. The sidebar lists its parts while the CRM is open: | Part | What it holds | | ------------- | ------------------------------------------------------------------------ | | **Lists** | Your lists of people or companies. | | **Contacts** | Each person, or each company with the tab at the top. | | **Campaigns** | Email campaigns. See [Send email campaigns](/docs/outreach). | | **Customers** | Who pays the business. See [Understand your customers](/docs/customers). | One record exists for each person and each company. Troopy finds a record again by its email, its LinkedIn, its Apollo id or its domain. Thus a person on two lists is one record, and Troopy enriches it one time. ## Make a list 1. On **Lists**, select **New list**. 2. Type the **List name**, and pick what **Each row is**: **People** or **Companies**. 3. Pick how to start: | Start | What it does | | ------------------------------------ | -------------------------------------------------------------------------------------- | | **Empty list** | A grid with no rows. **Type rows in**, or import a file later. | | **Import a CSV file** | Reads a CSV file in your browser. The first row names the columns. | | **Find leads** | Asks Outreach to find people or companies that fit, with **Who do you want to reach?** | | **Local businesses** | Businesses **By kind and city**, from open places data. No AI plan is used. | | **Customers from Stripe or PostHog** | People who **Paid, left or signed up**, from your own data. | 4. Select **Make list**. ### Import a CSV file 1. Select **Choose file**. A file has 20 MB at most. 2. Under **Where each column goes**, match each column of the file to a column of the list, or **Leave out**. 3. Confirm. Troopy sends 1,000 rows at a time, and goes on where it stopped after a pause. ## Find leads with Outreach 1. On **Lists**, type in **Who do you want to reach?**, such as "Independent dental clinics in Austin, TX that book online". 2. Say a little more: what they do, where, and what makes one a fit. 3. Send it. Outreach makes a list with a **Fits** column, and works on it. A bar over the list shows the orb while Outreach works. Outreach adds the ones that fit, each with the page that shows it. When it has a question, the bar shows it. Then pick **Looks good**, **Find 10 more**, or ask for something else. Outreach checks each lead against what its run saw. That is the page that shows the fit, the site, and an email or a phone on a page that it read. ## Columns that fill themselves 1. Select **Add column**, then **It fills itself**. 2. Pick what it fills in: | Kind | What it gives | | --------------------------------------------------- | ------------------------------------------------------------------------------------------ | | A short answer, a score, a choice, or **Yes or no** | An AI answer from the site of each row. Say **What should it work out for each row?** | | **Contact email** | The published email of a company. | | **Work email** | The email of a person, from the site of their company, checked with Hunter when connected. | | **Email check** | Whether each email reaches its person, with Hunter. | 3. Select **Try it on 10 rows** to see answers first. 4. Then fill the rest from the menu of the column header. | Action of the header | What it does | | ------------------------- | ---------------------------------------------------------- | | **Try it on 10 rows** | Fills 10 rows. | | **Fill every empty cell** | Fills only rows without an answer, after an estimate. | | The rows shown | Fills the rows that you picked. | | **Fill every row again** | Gives each row a fresh answer, except cells someone typed. | | **Stop filling** | Stops the column. | A cell shows the orb while it works. A cell is filled, **Nothing found** or **Failed**. The note and the sources of a cell show under the grid. A fill never changes a cell that a person typed. > [!NOTE] > An AI column uses your AI plan. A workspace fills 2,000 AI cells a day. Email lookups with Hunter are 1,000 a day. ## Work in the grid - Type in a cell to change it. The arrow keys move between cells. - Each column header sorts and filters. **Search the list** finds rows. - **Columns** shows or hides columns. - **Export as CSV** downloads the list as a CSV file. - **Remove from list** takes the picked rows off the list. The records stay. A list has 100 columns and 100,000 rows at most. A workspace has 200 lists. ## Do not contact A person on do-not-contact gets no email from a campaign. Anyone adds an entry. Owners and admins take an entry off, except an unsubscribe or a forgotten person. See [Send email campaigns](/docs/outreach). ## Related - [Send email campaigns](/docs/outreach) - [Understand your customers](/docs/customers) - [Hunter](/docs/apps/hunter) - [Limits and defaults](/docs/limits)