Outbound falls apart when your contacts are one big undifferentiated pile. You can't work them the same way. Smart Lists fix that by carving your contacts into segments you can actually run.
One thing to be clear about: Lists organize contacts already in your CRM. They don't go source new prospects. You bring contacts in, then Lists sort them.
Before you segment, the contacts have to exist in Lumenbase. You add them through:
Once they're in, Smart Lists take over.
- CSV import via the Data Hub
- Connected integrations (Apollo, Snov, Reply, and others)
- The LinkedIn browser extension, which captures profiles and connections
2.What Smart Lists do
Smart Lists segment your contacts with filters. They live at `/lists`. You build a list by rules, and it updates as contacts match or stop matching.
Use them to group by:
So your "needs a follow-up" segment stays current without you re-building it.
- Industry, role, or any custom field
- Tags
- LumenScore (lead score)
- Activity or stage
3.Lists into outbound
A clean segment is the setup for outbound. From there you run outreach through connected channels:
You can also attach a Codex to a list. The Codex is your playbook, and Lumo uses it to recommend who in that segment to contact today.
- Email through Gmail or Outlook sync
- LinkedIn messages through the extension
- Connected sequence tools like Reply
4.Why an SDR cares
An SDR works lists all day. Smart Lists keep those lists accurate so you're not chasing contacts who already replied or moved stages. The segment reflects reality, not last week's export.
5.Who this is for
SDRs and revenue operators at $2M to $30M ARR companies who run outbound off segments. People who want their lists to maintain themselves.
6.Frequently asked questions
6.1.What's a Smart List?
A filtered segment of your contacts that updates automatically as contacts match the rules.
6.2.Do Smart Lists find new prospects?
No. They organize and segment contacts already in your CRM. You bring contacts in separately.
6.3.How do I run outbound from a list?
Through connected channels: email sync, LinkedIn via the extension, or a sequence tool like Reply.
6.4.Can the AI help me work a list?
Yeah. Attach a Codex, and Lumo recommends who in that segment to contact today.