Add to List — Customer Success Guide (TAL & DB, Accounts & Contacts)
Introduction
Add to List is a core workflow used to group Accounts or Contacts into named lists for outreach, segmentation, reporting, and campaign management. Lists make it easy to re-run filters, share cohorts with teammates, and ensure repeatable operations (e.g., run enrichment, export, or add to campaigns). This guide gives minute-by-minute, professional step-by-step instructions for using Add to List and Remove from List in TAL and DB at both the Account and Contact level.
Important concepts (applies across TAL & DB)
List: A named collection of Accounts or Contacts. Lists are reusable and can be used as filters.
Create vs Select: You can either add records to an existing list or create a new list during the Add flow.
Limits & permissions: Some tenants limit how many lists you may add to at once or total lists you can create; check your admin if you hit a limit or do not see controls. (TAL: you can add an account to up to 10 lists at once.)
Scope: Lists are scoped to level — Account lists contain Accounts, Contact lists contain Contacts; do not mix.
Manage lists UI: In both products a Manage List (or similar) action appears once records are selected; follow the on-screen prompts.
TAL: Accounts
Overview
In TAL’s Accounts view you can create new lists and add selected accounts to lists via the header Manage List action that appears after selecting rows.
Detailed step‑by‑step workflow
Each step below explains why you do it and what to expect.
🔐 Step 1: Log in to your Sprouts account
The user enters their credentials and logs into the platform. After a successful authentication, the user is directed to the main dashboard.
From this point onward, the user has access to all modules and navigation items that are enabled for their role.
Action | Description |
Log in | Use your Sprouts account credentials. |
Step-by-step — Add selected accounts to a list (bulk)
Open TAL → Accounts view. Confirm the view scope is Accounts.
Select accounts: Use the row checkboxes to choose single or multiple rows. If you want to add all visible rows, use the header checkbox (confirm the selection count).
Open Manage List: After selection, click Manage List in the header toolbar.
Choose Add to list: In the Manage List menu, click Add to list (or the similarly worded option).
Save to list dialog appears: You will see text such as: Save to list — You can add accounts to up to 10 lists at once.
Select existing or create new list:
To use an existing list: open the dropdown and check the list(s) you want.
To create a new list:Just type a new name and a list will be created of that name..
Confirm selections: Verify the selected list(s) appear in the dialog; ensure you have not exceeded the maximum allowed lists (TAL: up to 10).
Click Save: The system applies the selected accounts to the chosen lists.
Success confirmation: A toast or modal shows success (e.g., List saved / Accounts added to list). You may see the option to go to the list or continue working.
Verify: Optionally open the list (from Filters → List filter) to confirm the accounts are present.
Why these steps? Selecting first guarantees you don’t accidentally add unintended rows; creating the list inline speeds up common workflows; the confirmation avoids mistakes.
Step-by-step — Remove selected accounts from a list
Select accounts that you want to remove (they should exist in at least one list).
Click Manage List in the header.
Choose Remove from list (menu option). A dialog titled Remove from list opens with guidance: Select the lists from which you want to remove accounts.
Select lists to remove from: Check the list name(s) that currently contain the selected accounts. Optionally use Select all if you want to remove the accounts from every listed list shown.
Confirm removal: Click Remove.
Success confirmation: A toast states the number of list-removals performed.
Verify: Open the list(s) to ensure the selected accounts no longer appear.
Notes & tips (Accounts):
If a selected account is in multiple target lists and you remove from only one, it will remain in the others — removal is per-list.
When using “Select all results” make sure you understand the selection scope (visible page vs. all search results).
Use filters to create precise batches (e.g., region, stage) before Add/Remove operations.
TAL: Contacts
Overview
Add to List for Contacts follows the same pattern as Accounts. You can add contacts in bulk via header Manage List, or — depending on UI — from a row action for individual contacts.
Step-by-step — Bulk add contacts to a list
Open TAL → Contacts view. Confirm you’re in Contacts scope.
Select contacts via left-side checkboxes (multiple or all).
Click Manage List in the header toolbar once the selection appears.
Choose Add to list. The Save to list dialog opens.
Select or create list(s): Pick existing contact lists or create a new one inline. (Lists should be contact lists — the system will restrict scope.)
Save: Click Save to add the selected contacts to the chosen list(s).
Confirm: Look for the success toast and optionally open the list to validate membership.
Step-by-step — Add a single contact to a list (row action)
Find the contact row you want to add.
Open row action menu direct Add to list button
Choose Add to list. The Save to list dialog opens with the same create/select options.
Select list(s) or create a new one and Save.
Verify via the success message and by opening the list.
Step-by-step — Remove contacts from a list
Select contacts that are currently in the list(s) you want to remove them from.
Click Manage List → Remove from list.
Choose the list(s) to remove from, optionally Select all.
Click Remove and confirm the toast.
Verify by opening the affected list(s).
Notes & tips (Contacts):
Contact lists are independent of Account lists. An Account being in a list does not automatically place its Contacts in a contact list.
When you remove contacts from a list, you do not delete contact records — only list membership is changed.
DataBase: Accounts
DB’s list management follows the same conceptual flow as TAL: select rows → Manage List/Add to list → choose or create lists → Save. The steps below mirror TAL but are adapted to DB UI conventions.
Step-by-step — Add accounts to a list in DB (bulk)
Open DB → Accounts view. Confirm you are on Accounts scope.
Select one or more rows using the checkboxes. Confirm the selection count.
Click Save to list in the header
Save to list dialog: Choose existing list(s) or create a new list inline (enter name and optional description).
Confirm & Save. DB adds the selected accounts to the chosen list(s).
Success message: Confirm via toast or modal that the operation completed.
Verify by opening the list via the Lists menu or by filtering by list.
DataBase: Contacts
Step-by-step — Add contacts to a list in DB (bulk)
Open DB → Contacts view. Apply filters to narrow the set.
Select contacts via checkboxes.
Click save to list in the header.
Select or create contact lists in the dialog.
Click Save, confirm the operation, and verify membership within the list view.
Cross-product best practices & governance
Filter before you act: Always apply the correct filters or saved searches before selecting rows for bulk list operations. This reduces mistakes.
Confirm counts carefully: Header dialogs show the number of items selected (e.g., Assign X accounts). Verify X matches your intent.
Naming conventions: Use a standard naming scheme for lists (e.g., YYYYMMDD • Team • Campaign • Segment) to make lists discoverable and maintainable.
Limit simultaneous lists: In TAL you can add to up to 10 lists at once — prefer smaller batches to avoid accidental mass memberships. For DB inquire about tenant limits.
Document list purpose & owner: If your product supports a description field, always fill it: owner, purpose, creation date, and expected lifecycle (e.g., temporary campaign vs long-term segment).
Audit and rollback: For large changes, export the membership before Remove operations so you can restore membership if needed. Keep the CSV as a backup.
Use lists with campaigns & automations: Lists are often used as inputs to campaigns—coordinate with marketing/ops before mass membership changes to avoid triggering unexpected workflows.
Regular housekeeping: Periodically review and consolidate lists to avoid proliferation.
Troubleshooting & FAQ
Q: The Manage List button didn’t appear after selection.
A: Ensure you actually selected rows (check the left checkbox). If you still don’t see it, you may lack permissions or the UI may be in a different mode—refresh or contact an admin.
Q: I attempted to add to a list and saw an error about limits.
A: You may have hit a per-tenant or per-op limit. For TAL, keep per-operation lists ≤ 10. For DB check with your administrator.
Q: Some selected rows were not added to the list.
A: Partial failures can occur because of locked/archived records or permission issues. Check the success toast or job details for partial failure reports. Re-run for failed records after resolving issues.
Q: How can I quickly filter to see members of a list?
A: Use the Filters panel → List filter → select the desired list name to view only records in that list (works for Accounts and Contacts).
Q: Removing from list removed the record from the entire system.
A: No — Remove from list only removes list membership, not the underlying record. The account/contact remains in the system.
Q: Can I add an account and all its contacts to a list in one action?
A: Not automatically in all UIs. Typically you add Accounts to Account lists and Contacts to Contact lists separately. For bulk operations across levels, create the appropriate selections and run Add to List in each scope or use custom automation if your tenant supports it.
Quick reference checklists
TAL — Accounts (Add)
Filter → select account rows → Manage List → Add to list → choose / create list(s) → Save → verify toast → open list to confirm.
TAL — Accounts (Remove)
Select rows in list → Manage List → Remove from list → choose lists → Remove → verify.
TAL — Contacts (Add / Remove)
Switch to Contacts → filter → select contacts → Manage List → Add/Remove → choose lists → Save/Remove → verify.
DB — Accounts & Contacts
Same flow as TAL: select → Manage List / Add to list → choose/create lists → Save → verify membership and audit if needed.