# Custom Lists

Reo.Dev **Lists 2.0** introduces the ability to **import and enrich lists with custom columns** for both **Accounts and Developers**. This feature enhances segmentation, prioritization, and team collaboration by enabling:

* **Custom CSV Imports** with additional columns beyond standard data.
* **Enrich accounts/developers** not tracked in Reo, with technographic insights 
* **Advanced Segmentation** based on custom column values.
* **List Sharing & Team Collaboration** for personalized outreach strategies.

***

### **Importing Lists in Reo.Dev**

#### **A. Importing a List (CSV Upload with Custom Columns)**

![](https://usercontent.us.prod.clueso.io/d06f019c-da0b-4d5b-9fdd-9630e7fd5d0f/3489dde6-6927-4b0d-96de-6d143ab01c7c/43c3aae8-a57f-4ea3-adc4-c5d5ebad0855/images/b8801749-6d08-49f9-9516-0673b5539d23.png)

Reo.Dev **supports CSV file uploads** for list creation. The platform allows users to import **custom columns** that can later be leveraged in segmentation and targeting.

**Step 1: Navigate to Tools > Lists**

![](https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FCeJPpDyFWaB1Em7VcksG%2FScreenshot%202026-03-17%20at%202.39.13%20PM.png?alt=media\&token=f275c5dc-7e19-4e0f-b515-987f5065c231)

**Step 2:** Click on **Import and Enrich** 

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FRIJ9S3EejXbtNU3pDYZR%2Fimage.png?alt=media&#x26;token=f8adfbdb-cf2b-4a9b-8a8e-8b1ee7ffae00" alt=""><figcaption></figcaption></figure>

**Step 3:** Choose the List Type i.e Accounts or Developers.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2F1QlyzM4E5qZtIuRnnjky%2Fimage.png?alt=media&#x26;token=0f087d0c-3b2e-4e7f-a059-722e611aa210" alt=""><figcaption></figcaption></figure>

**Step 4:** Upload your list and then click on Next

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FHwOX141niMhXTICrGHiN%2Fimage.png?alt=media&#x26;token=b1e95e3a-4fdd-47ac-81dc-d02f450bacdb" alt=""><figcaption></figcaption></figure>

**Step 5:** Select the column in your list that contains the company domain/website. This is mandatory for import success.&#x20;

* **For Account Lists →** Choose **Company Domain/Website**
* **For Developer Lists →** Choose **LinkedIn Profile URL, GitHub ID, or Email**

{% hint style="info" %}
**Why is this important?**

Reo.Dev maps your list against its database for enrichment **based on the primary key column**:

* For **account lists**, this is the **Company Domain Name/Website.**
* For **developer lists**, this is the **GitHub ID, LinkedIn Profile, or Email**.

Incorrect mapping of the primary key column will result in an import failure.
{% endhint %}

Then, click on Next.&#x20;

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FxES79CuhpdK5yAFD3Zfx%2Fimage.png?alt=media&#x26;token=d74910b8-b63e-4ac4-a011-62c72e650723" alt=""><figcaption></figcaption></figure>

**Step 6**: **Map custom columns** to field types

Each column in your uploaded CSV needs to be mapped to a **specific field type** to ensure accurate data processing. Below is a sample dataset illustrating how different types of fields are mapped during the import process:

<table><thead><tr><th>Column Name</th><th valign="middle">Field Type</th><th>Example Data</th><th>Notes</th></tr></thead><tbody><tr><td><strong>Company Domain Name</strong></td><td valign="middle">String</td><td><a href="https://example.com">example.com</a></td><td>Primary key for account mapping</td></tr><tr><td><strong>6QA Intent Score</strong></td><td valign="middle">Integer</td><td>85</td><td>Numerical data</td></tr><tr><td><strong>6QA Buying Stage</strong></td><td valign="middle">String</td><td>Awareness</td><td>Categorical text values</td></tr><tr><td><strong>Last Contact Date</strong></td><td valign="middle">Date</td><td>25/01/2025</td><td>Must be in <strong>DD/MM/YYYY</strong> format</td></tr></tbody></table>

**Best Practices for Field Mapping:**

* For numerical values, map as Integer.
* For text-based values or links, map as String.
* For date fields, use the **DD/MM/YYYY** format.

Once you've mapped the columns, turn the import status toggle on for the columns you want to import. Then, click on Next.&#x20;

{% hint style="warning" %}
Columns left unmapped and checked **won’t be imported.**
{% endhint %}

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FKtdVmH308or3u9RSPicn%2Fimage.png?alt=media&#x26;token=6bc453de-0620-4f83-95e2-2152c7d6bbcb" alt=""><figcaption></figcaption></figure>

**Step 7: Provide List Details:**&#x20;

* Enter a **List Name** (e.g., *"Target Accounts APAC- April 2026"*)
* (Optional) Add a **Description** for context.

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FfHBzAk94hTnpzwD0REZQ%2Fimage.png?alt=media&#x26;token=84d1f80f-fec1-48cf-b504-afc3f0608ae7" alt=""><figcaption></figcaption></figure>

**Step 8:** Select how you want to import your list. There are 2 options here:&#x20;

**a. Import only accounts already in Reo:** Imports accounts that are already tracked in Reo. Any new accounts tracked in Reo in the future are automatically added. This option does not consume any credits.

**b. Import all accounts; Enrich those not in Reo:** Imports all accounts from your list, including those that aren't tracked on Reo. Accounts not already tracked in Reo are enriched with technographic insights.&#x20;

Note: This option consumes **3 credits per account** for each account not already in Reo.

Click **Save Changes** to Continue.&#x20;

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FNp8rdJvyrJbAzVaCKWye%2Fimage.png?alt=media&#x26;token=5d394c1e-afff-457e-96a0-54cf05505833" alt=""><figcaption></figcaption></figure>

You will receive an **email notification** once the import is complete, and the list will be available in the **Lists panel** under "My Lists."

{% hint style="info" %}
The import process may take **15–30 minutes for smaller lists** and **a few hours for larger datasets**, depending on the **list size**.
{% endhint %}

***

### **Managing and Actioning on Lists**

Once you've uploaded a list in Reo.Dev, you can manage and take a bunch of quick actions from the 'My Lists' tab:&#x20;

1. **Type** - View and filter list type i.e Accounts or Developers&#x20;
2. **Total Count** - View the total number of accounts/developer records in the list.&#x20;
3. **Status:**&#x20;

   1. **Processing -** This indicates the list is still being enriched
   2. **Failed -** This indicates the list has failed to import.&#x20;
   3. **Completed -** This indicates all accounts have been enriched
   4. **Enrichment Incomplete** - This indicates some records could not be enriched due to insufficient credits. You can purchase more credits to resume the enrichment.

   <figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FXGPXt9O0NRZb8qvgHMkY%2Fimage.png?alt=media&#x26;token=842a747a-762d-4ea6-8770-805fd0041f84" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Note: Adding credits does not automatically resume enrichment. Once you've topped up your credits, navigate to the list with incomplete enrichment, open the **3-dot menu**, and click **Resume Enrichment** to continue enriching accounts/developers.

{% endhint %}

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FwHMreXK5mNz2TaJlcQLl%2Fimage.png?alt=media&#x26;token=1c311363-d7d1-4d56-9fe8-23c5cccac223" alt=""><figcaption></figcaption></figure>

4. **Actions:**&#x20;

* **View Imported Lists** - Click **View Accounts/Developers** to see the enriched data.

Note: Enriched accounts will display **Reo.Dev data** alongside **custom columns**. **Unmapped accounts/developers** remain visible in the list but have no initial enrichment.

{% hint style="info" %}
**Note:** If an unmapped account or developer later engages in developer activity that Reo.Dev tracks, the system will automatically enrich their profile. At that point, you’ll see the added intelligence alongside your custom column data in the custom list.
{% endhint %}

* **Download** the list to export this data
* **Enable Alerts** - Click on the bell icon to receive alerts whenever there is a new developer/account activity.&#x20;
* **Share Lists** with Team Members

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2F8dQ7EFtMR4eFoehBl5A4%2Fimage.png?alt=media&#x26;token=481a8e10-9d8a-41a5-912b-8baf50c9579d" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Shared lists appear in the **"Shared Lists"** tab for recipients.
{% endhint %}

* **Delete lists** - If you no longer need a list, you can delete it permanently

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FCtYJYsQb4rqiMwSdY5QZ%2Fimage.png?alt=media&#x26;token=814771c4-c8b7-462a-8a04-bc13b917d699" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
**Warning:** Deleting a list is **permanent** and cannot be undone.
{% endhint %}

* **Set as default view :** You can set a list as default so every time you land on the Accounts or Developers dashboard, you’ll instantly see the accounts/developers from that default list.&#x20;

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FCevqcl1pw4ENO0akCpH8%2Fimage.png?alt=media&#x26;token=5d86f7e6-46a8-4e7f-ba42-70c48c5a5363" alt=""><figcaption></figcaption></figure>

* **View Credit Consumption:** View a summary of the number of credits consumed for enriching a particular list.&#x20;

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FbheDPsX83qtzoPARpmVb%2Fimage.png?alt=media&#x26;token=ad990bca-cae5-4ada-8673-834a86e9ce6d" alt=""><figcaption></figcaption></figure>

***

#### **Creating a Blank List & Using It for Sliced Data**

**Steps to Create a Blank List:**

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2F59tTqzDZgfHetOTXxbNa%2Fimage.png?alt=media&#x26;token=e5b6f8dd-2b9d-4b5d-827f-6b7eaee403f3" alt=""><figcaption></figcaption></figure>

1. **Go to Lists → Click on Create New**
2. **Choose List Type** (Accounts or Developers)
3. **Provide List Name & Description** (Optional)
4. Click **Create.**

<figure><img src="https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FZ6958Wu0YpY7gVFAjZ1C%2Fimage.png?alt=media&#x26;token=801fb80c-194a-4625-b776-0c6ade5ef2a7" alt=""><figcaption></figcaption></figure>

**Real-World Use Case:**

A **Sales Manager** uploads a **list of 100 accounts**. After **enrichment with Reo.Dev data**, they filter **high-intent** accounts.

* They create two **blank lists**:
  * **Hot Accounts Jan - John**
  * **Hot Accounts Jan - Sarah**
* They **manually add** 50 high-priority accounts to John’s list and 50 to Sarah’s.
* They **share the lists** with notes explaining the selection strategy & assigning those accounts to the rep.

**Why use blank lists?**

* Helps **divide & assign leads** across SDRs.
* Allows **manual curation** for targeted follow-ups.
* Provides **team flexibility** in handling prospects.

***

### **Adding Accounts/Developers to a List from UI**

You can now add accounts/developers from the Reo.Dev UI into a list.

**Steps to Add Members to a List:**

1. Go to Accounts or Developers Panel
2. Select profiles to add
3. Click Add to List
4. Select the appropriate list

![](https://2705882080-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fx46P5sAHxDG7PqOdVLxI%2Fuploads%2FTBLnJXJsmLs10kJTTDaf%2FScreenshot%202026-03-17%20at%204.06.43%20PM.png?alt=media\&token=65e7b71b-b022-4073-9ffe-9068a5618de4)

{% hint style="info" %}
**Note:** The **List names** in the dropdown are dynamically filtered based on the panel you are in:

* **If you're in the Accounts panel →** Only **Account-type lists** will be shown.
* **If you're in the Developers panel →** Only **Developer-type lists** will be shown.
  {% endhint %}

***

#### **Additional Resources & Playbooks**

* **Developer ABM Playbook Collection** → [Check it out here](https://www.reo.dev/playbook-collection/developer-abm)
* **Upcoming Update:** New playbooks featuring Lists 2.0 are coming soon.

***

### **Summary:**

* **Import Custom Columns** for advanced segmentation
* **Seamless CSV Imports** with Reo.Dev enrichment
* **List-based segmentation** for prioritization
* **Advanced Team Collaboration** with list sharing

Start leveraging **custom lists** today to refine your Developer ABM strategy!


---

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