Rename, organize, refresh, and delete your saved lead lists. Plus how list limits work and what happens when FMCSA data updates.
Viewing all your lists #
Open the Lead Scout tab from the sidebar. Every list you have created appears in a single table with quick stats:
- Name — whatever you named it (or the default ZIP/radius label)
- Area — the center ZIP and radius
- Leads — total count of carriers in the list
- Activity — progress bar showing how many leads you have contacted
- Notifications — bell icon showing whether daily updates are on
Renaming a list #
Default list names like "97201 — 15mi" work, but custom names make lists easier to find at a glance.
Click the pencil icon
The pencil icon appears next to the list name.
Type the new name
Use any name that helps you organize. Try patterns like "Local 5mi" or "Portland Metro 25mi".
Press Enter or click the green check to save
Your changes save immediately.
Naming conventions that work
Try patterns like "Local 5mi", "Portland Metro 25mi", "I-5 Corridor", or "Hot Leads — West Side". A consistent system pays off once you have several lists.
Toggling daily updates #
Each list has its own notification toggle. When on, you receive a daily email any time a new motor carrier registers in that area.
To toggle, click the bell icon next to the list name. Solid bell = on, outlined bell = off.
You can toggle from inside the list too
When you are viewing a list's leads, the bell icon also appears at the top of the page next to the list name. Either toggle works the same way.
Switching between lists #
When you are inside a list, click the list name at the top of the page to open the dropdown. From there you can:
- Switch to any other list you own
- Jump to the CRM Pipeline view Engage+
- See lead counts on every list at a glance
This is faster than going back to the Lead Scout tab when you are bouncing between markets.
Deleting a list #
Click the trash icon in the Actions column on the Lead Scout tab. You will be asked to confirm before deletion.
This is permanent
Once deleted, the list and its match data are gone. Any notes, statuses, or reminders you set on individual leads are preserved (those are tied to the lead, not the list), but the list grouping itself is destroyed.
You cannot recover a deleted list
If you delete a list by mistake, you can re-create it with the same ZIP and radius. The leads themselves will reappear (they live in our database, not the list). But any list-specific notification settings and the list's identity are gone.
List limits by plan #
How many lists you can have at one time depends on your plan:
Trial & Scout
10
Lists max
Engage
10,000
Effectively unlimited
Most users only need a handful of lists, so even Scout's 10-list cap is rarely a real constraint. If you find yourself creating dozens of lists, that usually signals you would benefit from upgrading to Engage anyway, where the broader radius lets you cover more territory in fewer lists.
Hitting the limit?
If you are at your list cap, you will see an error when trying to create a new list. Delete an old or unused list, or upgrade your plan to add more.
How lists refresh #
You do not need to manually refresh anything. The system pulls updated data from FMCSA on a regular cadence:
| Plan | Refresh Cadence | What Happens |
|---|---|---|
| Scout | Weekly | Lists pull fresh FMCSA data once per week. New carriers appear, existing carriers' info updates. |
| Engage | Daily | Lists pull fresh FMCSA data every day. You see new carriers and field changes faster. |
When a refresh runs, the system:
- Adds any newly-registered carriers in your radius
- Updates field changes (drivers, trucks, status, contact info) on existing leads
- Recalculates badges and quality scores
- Sends notification emails if you have alerts turned on
When carriers leave a list #
Carriers normally stay in your list as long as their address is inside the radius. There are a few situations where a lead can be removed:
- The carrier moves out of your radius. If FMCSA updates a carrier's address to a location outside your search area, they fall off the list automatically on the next refresh.
- The carrier deregisters. When a carrier ceases to exist in FMCSA records entirely, they are removed.
- Geocoding becomes invalid. If FMCSA updates an address that we can no longer place on a map, the carrier may temporarily drop out until geocoding succeeds.
Notes and history are preserved
Even if a lead leaves a list, any notes, status changes, or activity history you logged are still attached to that carrier in our database. If they reappear later, your history comes back with them.
