Who this is for: self-serve plans (Free, Starter, Pro, Enterprise). If you bought a Cleanlist AppSumo lifetime deal, your features, limits, and pricing are different. See the AppSumo documentation instead. Support agent: confirm whether the user is self-serve or AppSumo before giving plan-specific advice.

TL;DR: Open a list and click Actions (⌘A). The drawer has four tabs: Import, Enrich, Skills, Export. Each action shows its credit cost, and actions your plan does not include read "Available on Starter+" (or Pro+). Most actions have Run settings with Only run if conditions, and a run menu (Run on [N] rows, Run on all N unfilled rows, Re-run all N rows, Save settings only). Enrichment is pay for results: a miss costs nothing, except Find Personal Email and Reverse Email Lookup, which charge per attempt.

Actions drawer

Every operation on a lead list starts in the Actions drawer. There is no separate Bulk Enrichment or Manual Enrichment page.

Open it: Lead Lists → open a list → Actions (or press ⌘A on the list). You can also reach it from the + column header ("Add column" or "Add leads from source"), and from the command palette (⌘K) under This list.

A list has two sheets in its bottom bar, Leads and Companies. The drawer shows the actions for the sheet you are on. Type in Find actions to search the catalog. An action your plan does not include shows Available on Starter+ (or Pro+) and links to Plans & billing.

Import tab

Action	Sheet	Credits	Plan
Import from CSV	Leads	Adding is free. Optional Email (1) or Phone (10) per lead found; a plain import can look up each row's profile at 0.2 per row found	Every plan
Manual entry	Leads	Free to add; 1 per email and 10 per phone found if you enrich	Every plan
Reverse Email Lookup	Leads	2 per email, match or not	Every plan
Import from CRM	Leads	Importing is free; enrichment you choose is charged at normal rates	Pro, Enterprise
Import Companies from CSV	Companies	Free to add; optional Enrich firmographics after import at 1 per company enriched	Starter and up
Add Company (manual entry)	Companies	Free to add	Every plan

Import from CSV accepts CSV or Excel files and needs a LinkedIn URL or Name + company on each row. It also offers Import from Google Sheets when you have connected Google Sheets on Integrations (Pro and Enterprise). See Importing a CSV.
Manual entry adds one or more people by LinkedIn URL or by Manual fields (First Name, Last Name, Company Domain). See Adding single leads.
Reverse Email Lookup takes one email ("Look up & import") or a CSV of emails, finds the person, enriches them and adds them to the list. It is the one action that charges whether or not a match is found.
Import from CRM brings in HubSpot or Salesforce contacts. See CRM integration.
Have a Sales Navigator list? Export it to CSV and use Import from CSV. See Sales Navigator.

Duplicates are always skipped: a lead whose LinkedIn URL or email is already in the list is not added again.

Enrich tab

Action	Sheet	Credits	Plan
Enrich Contact	Leads	0.2 per contact found, 0 if not	Every plan
Find Email	Leads	1 per work email found, 0 on a miss	Every plan
Find Personal Email	Leads	1.5 per lookup attempt, hit or miss	Every plan
Find Phone	Leads	10 per phone found, 0 on a miss	Every plan
Email Validation	Leads	0.5 per row	Starter and up
Phone Validation	Leads	0.5 per row	Starter and up
Lookup in CRM	Leads	Card shows "Variable"; no credits are deducted for the lookup	Pro, Enterprise, plus a connected CRM
Enrichment Logs	Leads	Free	Every plan
Find People	Companies	Opens a new Find People search; searching uses your search allowance, not credits	Every plan
Enrich Company	Companies	1 per company enriched	Every plan

Enrich Contact

Enrich Contact refreshes title, location, seniority and skills from LinkedIn, plus the lead's company details. It costs 0.2 credits per contact found and nothing when no profile is found. It never changes a lead's emails or phone numbers.

It runs on leads that have already been filled in. Rows still pending from an import are skipped, and if none qualify you see "No enriched leads to refresh yet"
Leads added from Find People are skipped too, because they are already resolved
Up to 10,000 leads per run. Your balance must cover 0.2 per lead when the run starts; you are charged only for contacts found

Find Email, Find Phone, Find Personal Email

Find Email runs the email waterfall and charges 1 credit per work email found
Find Phone runs the phone waterfall and charges 10 credits per phone found
Find Personal Email looks for a non-work address and charges 1.5 credits per lookup attempt, even when nothing is found ("Charged per lookup, not per hit."). See Find Personal Email

The Primary Email, Phone and Personal Email column headers also have a run button with Run all rows, Run on unfilled rows and Run on advanced filter, each showing its credit cost.

Email Validation and Phone Validation

Email Validation checks deliverability through Emailable and returns Deliverable, Undeliverable, Risky or Unknown, with format, MX, disposable and catch-all checks. Phone Validation checks a number through ClearoutPhone and returns validity, line type (mobile, landline or VoIP) and carrier. Phone enrichment returns the number only, so validation is how you get line type and carrier. Both cost 0.5 credits per row and need Starter or above.

Lookup in CRM

Lookup in CRM checks each lead against your connected HubSpot or Salesforce. It matches by Email, CRM ID or LinkedIn URL and can return Contact Exists in CRM (with a link to the record), Last Activity Date, Contact Owner, Lead Status and Customer Status. The card shows its cost as "Variable", and running a lookup does not deduct credits. It needs Pro or Enterprise and a connected CRM.

Enrichment Logs

Enrichment Logs ("View enrichment run history with pass/fail status.") lists every enrichment run on the list under All runs. Each run shows its type (Email, Email + Phone, Phone, Import Only or Prospecting) and status (Completed, Partial, Failed or Running). Open a run to see how many leads Succeeded, Failed or are In Progress, lead by lead.

Companies sheet: Find People and Enrich Company

Find People ("Find decision-makers at your selected companies - opens a new search.") opens Find People with the selected companies filled in. Companies need a domain or LinkedIn URL on file
Enrich Company fills in firmographics at 1 credit per company enriched. It has no Only run if or Auto-update. See Company Enrichment

Skills tab

The Skills tab runs AI skills on each row. They used to be called agents; "Agents" now means the automations on the Agents page.

Skill	What it does	Credits	Plan
Research skill	"Deep-research the company, contact, or both. Personalized to your ICP."	Per record, by scope. Defaults about 6.3 (contact), 12.2 (both), 17.8 (company)	Starter and up
Qualification skill	"Score against your ICP + auto-check whether they are already in your CRM."	About 0.6 per record	Starter and up
Custom skill	"Write your own prompt. Cleanlist context injected automatically."	About 0.2 to 0.6 per record, depending on the prompt	Starter and up
Employment check	"Check whether each person still works at their company, and where they went." (Leads sheet)	Up to 3.5 per person, billed for the lookups it made	Starter and up
Your skills	Custom skills your workspace saved	Shown on each row	Starter and up

Skill prices come from a per-skill estimate, and each row shows your price before you run it. Skill rows that fail are refunded. Employment check is not available to AppSumo-only workspaces. See Skills for prompts, scopes and outputs.

Export tab

Action	Sheet	Credits	Plan
Export CSV	Leads	Free	Every plan
Export to CRM	Leads	Free	Pro, Enterprise
Send to Sequencer	Leads	Free	Pro, Enterprise
Export Companies CSV	Companies	Free	Every plan

On the legacy Free plan, Export CSV needs an upgrade. See Legacy plans.

Export CSV downloads the list with the fields you pick. Export all N leads ignores the grid's filters, so select rows first to export a subset. See Exporting data
Export to CRM creates or updates HubSpot or Salesforce records and adds a status column to the list. See Export to CRM & Sequencer
Send to Sequencer adds leads to a Lemlist campaign. Cleanlist's own Sequences enroll leads from the Sequences page instead

Run settings

Each enrichment, skill, Export to CRM and Send to Sequencer panel has a Run settings section with two controls.

Only run if

Only run if limits an action to rows that match your conditions. With no conditions it reads "No conditions set - will run on all matching leads".

Click Add Condition (or Add group) and choose Match And or Or across the conditions
The run menu shows how many rows match your conditions
Rows that do not match are skipped and not charged. The run will not start until every condition has a value
Rows you selected by hand before opening the drawer run without these conditions

Enrich Company has no Only run if.

Auto-update

Auto-update ("Automatically run on new leads added to this list") works for Export to CRM and Send to Sequencer: new leads added to the list later are pushed automatically, still subject to Only run if.

The toggle also appears on enrichment and skill panels, but there it does not process new leads on its own today. To cover leads added later, run the action again with Run on all N unfilled rows.

Choosing which rows run

Drawer runs only cover rows that match the grid's active Filters, so filter the list first. The run button's menu then offers:

Option	What it runs
Run on [N] rows	The number of rows you set
Run on all N unfilled rows	Every row in scope that has no value yet
Re-run all N rows	Every row in scope, including ones already done
Save settings only	Saves the panel's settings without running

If your balance is short, the option shows "Insufficient credits" with how many more you need.

What the grid shows while actions run

There is no row status column. Each cell shows its own state: Pending... while it runs, then the value or a result such as "No email found", "No phone found" or "No personal email found". Contact data your workspace has not paid for shows Reveal email, Reveal phone or Reveal personal email. The Status column is the email's validity (Verified, Likely valid, Risky, Invalid or Unknown), not a processing status.

Keeping costs predictable

Filter first. Drawer runs only cover the rows your filters show.
Test small. Use Run on [N] rows with 5 or 10 rows before running the whole list.
Use Only run if. For example, run Find Phone only where Seniority is Director or above.
Check the price on the row. Skills show your price per record before you run.

Older column types

Older AI column types (Clean First Names, Format Phone Numbers, Company Research, LinkedIn Research, Find Competitors, Website Analysis, Cold Intro Email and others) are no longer offered in the drawer. Columns of those types already on your lists keep working and keep their data.

Skills: Research, Qualification, Custom and Employment check
Export to CRM & Sequencer: status columns, retries and Auto-update
Find People: search and add leads
Waterfall enrichment: how emails and phones are found
Credits & Pricing: every action's price
Managing lead lists: sheets, filters and columns

Full documentation: docs.cleanlist.ai/features/list-actions

The Actions drawer: import, enrich, skills and export