Overview
Company Lists offers a streamlined way to search, organize, filter, and save companies within a single, easily accessible workspace, making it simpler to manage and track your pipeline.
Use Cases
Organize Target Accounts: Keep your priority accounts in dedicated lists to easily segment by industry, potential deal size, or account status—so you can target the right companies, at the right time.
Track Pipeline Progress: Set up lists by pipeline stage to instantly see where each account stands, helping you stay on top of follow-ups, qualifications, or closing actions.
Plan Regional Campaigns: Build lists by location to keep regional prospects organized, making it easier to plan and execute market-specific outreach.
Prep for Account Reviews: Compile key accounts in dedicated lists, ready for activity reviews or updates ahead of strategic account meetings.
Evaluate New Markets: Use separate lists for emerging markets or industries to gain quick insights and evaluate growth potential.
How it works
Create a New Company List
Option 1:
Search for companies in the Prospecting (search) platform.
Select up to 25 companies
Click the '+List' button from the upper bar
Either save to an existing list or click 'Create new list'.
Option 2:
Click on the “+” sign in the Lists section of the side navigation panel.
Name your new list and start adding companies from your searches.
Managing your Company Lists
Archiving Lists
Archive lists to maintain a focused workspace;
In the navigation bar on the left side of your screen, press on the 3 dots (⋮) and select 'Archive'
💡 Note: Archived lists remain accessible under “Archived” and will be auto-archived if inactive for 3 months.
Deleting Lists
Permanently delete any list from the options menu next to the list name.
In the navigation bar on the left side of your screen, press on the 3 dots (⋮) and select 'Delete'
Once confirmed, your list will be permanently deleted and cannot be recovered.
Add a Company to another list
Within an existing Company List, add selected companies to more than one list using the “Add to List” function.
Select the relevant companies you would like to transfer by ticking the box next to the company name.
Press "Add to list" from the upper panel.
Either save to an existing list or click 'Create new list'.
Done!
Edit your lists
Edit your list and keep it up to date by deleting companies individually.
To remove a company from a list:
Select the relevant companies you would like to remove by ticking the box next to the company name.
Press the 3 dots (...) on the upper panel
Click 'Remove'.
Done! Your company has been removed from your list.
Search within a list
You can use the search bar on the upper right corner to search within a list.
Simply enter the company name and your list will update instantly.
⚒️ FAQs
Q: Can I export companies from my lists?
A: Not yet, but this feature will be available in a future update.
Q: How can I organize and manage my lists?
A: Users can search, rename, delete, and archive lists, keeping a clean and organized database of companies.
Q: How does the new lists feature handle privacy?
A: Lists can be set to either Private or Public visibility:
Private: Only you can access the list.
Public: The list is shared and visible to your entire team.
By default, all new lists are created as Private. However, you can change the visibility setting at any time to Public if you want to make the list accessible to your team.
Q: Can I share my lists with other users?
A: Yes, if your list is set to Public visibility.