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October 7, 2026

How do I use the CRM?

Open Workspace settings → CRM (where enabled) to manage your own creator contacts. You can add entries manually, import from a file and export to a file, search your entries, and edit or delete them. Discover resolves an entry against Instagram to pull in the public profile, and Discover all missing runs it across every unresolved entry.

Entries are grouped by status — already in Heylist, discovered on Instagram, not yet discovered, no Instagram, public email only, email mismatch, CRM email only, no email — and from there you can push selected segments into a creator list.