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The Difference Between Lists and Saved Filters
The Difference Between Lists and Saved Filters
Updated over a week ago

There are two ways to go about "bookmarking" the results you see in Ocean.io. You can either add them to a list, or save the filters. But what is the difference?

In short; lists are static, so you save particular companies and contacts for your outreach. Saved filters are dynamic, and are for instance used to bookmark your search, so you can continue where you left off next time you log in.

Lists

Items on lists are static. Once they're added, you can always find them on these lists, and no other companies or contacts than the ones you've added.

The benefit of using lists is that you can actively filter for "Net new", "In CRM" or "Exported" when you select a list to display the results of. This helps to keep your exports clean.

A second benefit is that you can prevent working on the same companies as your colleagues, in case you're both making the initial outreach by browsing through the results on Ocean.io before exporting data. When you're adding items to your list, you can choose to "Skip the companies/contacts that are already on another list".

Saved filters

Saved filters give you dynamic results, as opposed to Lists. You only save, as the name indicates, the filters you were using in the search. If new companies enter our database, or if their details (like size) get updated, they might appear or disappear from the results.

Are you in the middle of going through the search results, but another task requires your attention? Save the filters, and you can jump back in where you left off next time you log into Ocean.io. Jump between pages in the bottom of the search, and continue the hunt.

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