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.
This new functionality expands upon the previous "Favorites" system, providing enhanced features for more organized, tailored prospecting and sales workflows.
For a limited time, previous “Favorites” will still be accessible, transitioning smoothly to the new Lists section on your navigation panel.
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 platform.
Select up to 25 companies at a time.
Click on 'Save to List' in the table navigation.
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.
Once selected, name your list.
Finally, press on 'Create List'.
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
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 companies from list'.
Done! Your company is removed from your list.
Search within a list
By pressing the 'search' next to the time frame on the upper panel or by typing on the upper search bar, you will be able to search within a list.
Simply enter the company name and your list will update instantly.
Along the way, we are planning to add more features to company lists, such as sorting by time, and export options. Stay tuned!
⚒️ FAQs
Q: Why was this new list feature introduced?
A: This feature was introduced to improve the user experience by addressing the limitations of the "Favorites" system, enabling users to manage and organize companies more effectively.
Q: How will my current company favorites be handled?
A: All companies saved in "Favorites" will automatically migrate to Company Lists, so no data is lost. Favorites and Company Lists will briefly coexist before Favorites is fully deprecated.
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 maintain the same privacy settings as "Favorites." All lists are shared within the account, but only the list owner or an admin can edit or delete them.
Q: How does the new lists feature handle privacy?
A: Lists maintain the same privacy settings as "Favorites." All lists are shared within the account, but only the list owner or an admin can edit or delete them.
Q: Will I be able to share my lists with other users?
A: Not initially, but sharing permissions are planned for a future update.
Q: What new features can users expect in future updates?
A: Future updates will introduce contact lists, bulk exports, sharing permissions, advanced filters, and CRM integrations.
Q: Will the new lists be available for all users?
A: Yes, the new Company Lists will be available to all users.