Getting Started with People Lists

People Lists are the foundation of how you organize contacts in Rox. Each list can hold up to 1,000 leads and supports enrichment columns, clever columns, manual columns, formulas, and campaign integrations. Lists can be private to you or shared org-wide.

Creating a List

There are three ways to start building a People List:

Option A: Create an Empty List

1. Navigate to People from the main navigation.

2. Click + Create List in the top-right corner.

3. Enter a list name in the dialog.

4. Toggle Share with your Organization if you want everyone in your org to read and write to this list.

5. Click Create.
   
   

Option B: Create from People Search

1. From the People landing page, click People Search under “Get Started,” or from inside an existing list, click Add Leads and select People Search.

2. The People Search panel opens with a filter sidebar on the left and a results table on the right.

3. Select your Contact Data Source (e.g., Mixrank) from the dropdown at the top of the filter panel.

4. Apply contact-level filters (Contact Name, Job Title, Seniority Level, Job Function) and account-level filters (Company Name, Company Domain, Employee Counts, Industry, City, Country) to narrow your results.

5. Browse results showing each contact’s Name, Company, Title, and Location.

6. Select contacts using the checkboxes, then click Add to List to add them to an existing list or create a new one.

Option C: Import from CSV

1. From the People landing page, click Import from CSV.

2. Click and select a CSV file with leads. You can upload up to 1,000 leads per file.

3. Click Next Step to proceed to column mapping.

4. Rox will automatically map the columns in your CSV to columns in your People list

5. Confirm and import. Your contacts will appear in a new list.

Adding More Leads to an Existing List

Once inside a list, click the Add Leads dropdown in the top-right to access three options:

• People Search — Find and add contacts from Rox’s data providers directly into the list.

• Upload CSV — Append additional contacts from a CSV file to the existing list.

• Add Manually — Enter individual contact details by hand.