Lists Management

How to export companies directly from the search page

You can export up to 50 companies directly from the Company Search page (Free plan users can export up to 25 contacts). First, change the maximum number of companies displayed on the page to 50 on the top right side of the contacts view: You can manually select specific companies by checking the checkboxes on […]

How to download an exported CSV list to my computer

After you export a list as a CSV, you will receive a notification when the list is ready in the Notifications icon , on the top right side of the screen. Click on the hyperlink to download the CSV to your computer. This link is available for 7 days.

How to export contacts directly from the search page

You can export up to 50 contacts directly from the People Search page (Free plan users can export up to 25 contacts). First, change the maximum number of contacts displayed on the page to 50 on the top right side of the contacts view: You can manually select specific contacts by checking the checkboxes on […]

How to delete contacts from a saved list

Click on the Custom Lists icon on the left navigation bar. Choose the relevant list you want to delete the contacts from. Go to the People tab. Then, select the contacts you would like to delete from the list by checking the checkboxes on the left side of the contacts’ names. Click on the Menu […]

How to delete companies from a saved list

Click on the Custom Lists icon on the left navigation bar. Choose the relevant list you want to delete the companies from. Go to the Companies tab. Then, select the companies you would like to delete from the list by checking the checkboxes on the left side of the Companies’ names. Click on the Menu […]

How to add a saved list to Favorites

Adding a saved list to the Favorites section will help you quickly access this list. Click on the Custom Lists icon on the left navigation bar. Select the relevant list you would like to add to Favorites. Click on the Favorite icon on the right side of the list’s name. Your list is added to […]

How to edit a saved list’s name

Click on the Custom Lists icon on the left navigation bar. Select the relevant list you would like to edit. Click on the Edit icon on the right side of the list’s name. Edit the list’s name and then click Save.

How to delete (archive) a saved list

Click on the Custom Lists icon on the left navigation bar. There are two ways to archive a list: Select the relevant list you want to archive, and click on the Archive icon on the right side of the list’s name. Select the relevant list/s by checking the checkboxes on the left side of the […]

How to share a saved list with your team member/s

You can share lists with your team members to edit, add, or delete companies/ contacts from the list. Click on the Custom Lists icon on the left navigation bar. Choose the relevant list you would like to share with a team member. Click on the Share icon on the right side of the list’s name […]

How to get back to a saved list

Click on the Custom Lists icon on the left navigation bar. Now you can explore your saved lists according to the lists’ names, number of companies, contacts, and more. Select the relevant list by clicking on the list’s name, and go to the relevant tab on the list (Overview, Companies, or People).

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