In this article, you’ll find:
What Search Lists Are
A Search List is a collection of items (such as locations, titles, company URLs, or exclusions) that has been matched against UpLead’s database and can be used to filter or exclude contacts or companies in searches.
Using Search Lists can speed up your workflow by letting you use predefined criteria instead of manually entering the same values each time.
Accessing Search Lists
You can access Search Lists in UpLead in two ways:
From the main navigation menu
Expand the UpLead menu bar and navigate to My Lists, then select Search Lists from the submenu directly beneath it.From the Contact Search filters
While performing a contact search, go to the applicable filter categories and click Upload a List. This action will take you directly to the Search Lists page, where you can upload a new list or manage existing ones.
Both methods provide access to the same Search Lists interface and functionality.
Understanding the Search Lists Page
When you go to upload or manage lists, the Search Lists page displays all of your lists organized into three tabs:
General: Contains all lists that have been successfully processed and are ready for use.
Uploading Lists: Contains lists that are currently being processed by the system.
Failed Uploads: Contains lists that were not processed successfully.
Uploading and Managing Lists
General Tab Table Overview
The General tab shows your processed search lists in a table with the following columns:
Name: The name you gave to your search list
Number of Records: How many contacts and companies matched the criteria
Type: The list type (see below for types)
Upload Date: When the list was uploaded
Actions: Includes:
Rename (
)Download (
)Delete (
)
Uploading Lists and Failed Uploads Tabs
Both the Uploading Lists and Failed Uploads tabs include a table displaying:
Name – The name of the list
Type – The category/type of list (such as State, Job Title, etc.)
Upload Date – When the list was added
Status – Shows the current state (e.g., Draft in Uploading Lists; typically Failed in Failed Uploads)
Actions – Quick actions you can take for each list
Creating a New Search List
You can create a new search list when applying filters in your contact or company search, or directly from the Search Lists page.
Click the
button on the Search Lists page.In the Upload a List menu, choose the List Type. These are organized under categories:
Location: State, Zip Code
Industry: NAICS Code
Name or Title: Job Title
By Company URL: Company URL
Exclusions: Company Phone, Company Email, Company URL
After selecting the type, enter a name for your list.
Once named, the Browse button becomes available. Use it to select a CSV file for upload.
CSV File Requirements:
Your CSV should contain only one column with entries that match the selected criteria.
Example: If you selected State, the CSV should list only states. Once uploaded, the system begins processing the list.
After uploading, you’ll see a confirmation dialog. The list will appear under Uploading Lists and move to either General or Failed Uploads once processing completes.
Using Lists in Your Search
Once a list appears in the General tab:
Return to your Contact or Company search interface.
Within applicable filters (like Name or Title, Location, By Company, or Exclusions), click Select a List.
Choose your list from My Lists.
Apply it to your search criteria.
You can then continue your search as you normally would. Detailed steps for searching using filters can be found in How to Perform a Contact Search on UpLead.
Refreshing the Search Lists Table
You can use the 
button in the top-right corner of the Search Lists page (near the Upload List button) to update list statuses and move lists into the appropriate tab.
Search List Restrictions
The maximum number of total criteria across all filters (including exclusions) is 200,000.
Search Lists can only be used in Name or Title, Location, By Company, and Exclusions filter categories.
FAQs
Q: What happens if my list fails to process?
A: A failed list will be shown under Failed Uploads. You can review the list and attempt to re-upload after correcting issues.
Q: Can I download a list once it’s processed?
A: Yes. Use the Download action (downward arrow) on the General tab.
Q: How do I rename a list?
A: Click the pencil icon in the Actions column for that list.
Q: Does using a list count toward search criteria limits?
A: Yes. All list entries are counted toward the cumulative criteria limit.
Still need help? Contact UpLead Support for assistance.