Building Lists
Updated over a week ago

Lists allow you to collect interesting companies and contacts to work on at a later stage. When you're done, you can search and select inside of your lists, export all items on a list at once, or remove items from a list if they are no longer relevant.

This article covers:

Add data to a list

Once you've found interesting companies or contacts and selected them in your search results, click on the "Add" button to get started.

In the pop-up, select an existing list or create a new list. If you create a new list, you can choose whether you want the list to be visible to your entire team, or just to you. This can be changed later. If you select the "Skip if already on a list" option, the system will filter out any company or contact that is already on any other list on your company account.

Remove data from a list

Is a company or contact no longer relevant? Then you can remove them from a list. Select the data, and click on the "Remove" button.

If a company or contact is part of multiple lists, a pop-up will ask you to select which of the lists you wish to remove them from.

Search inside your lists

Did you know that you can now apply filters to your lists? This allows you to narrow down your lists even better before exporting.

First, load any list you wish from the "Lists page", or load the relevant list through a search:

By default, only "Net new" results are loaded. This means that all companies and contacts that you have exported in the past or are already in your CRM (if connected), are hidden. Check the "In CRM" and "Exported" boxes to display these results anyway.

Now, combine the search with any filters to drill-down inside of your list.

Edit or delete lists

You can always change the name or visibility of a list, or delete it, by navigating to the "Lists page" and using the settings button, as shown in the screenshot below. Note that you can only edit or delete lists created by you, unless you are an Admin user.

'Private' vs 'Team' lists

You can save lists either as Private, so it is only visible to you, or as Team, so it's visible to the entire team. You get to choose this when you save a new list, and you can change these settings at any time when you edit a list.

Note that these 2 sharing types are saved separately in your "Lists overview".

Lists that are only visible to you are saved in Private lists (Admin users can see every user's Private lists), whereas lists visible to the whole team are saved under Team lists:

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