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 […]
Lists Management
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).
How to export a saved list to a CSV or a CRM
Click on the Custom Lists icon on the left navigation bar. Select the relevant saved list you would like to export. There are two ways to export a saved list: 1. Click on the Export icon on the right side of the list’s name. 2. Click on the list’s name and go to the People […]
How to save companies to a list
The text follows the video below: You can save up to 10K companies to a list. On the Company Search page select the companies you would like to save to a list. You can select the companies manually by checking the checkboxes on the left side of the companies’ names. If you would like to […]
How to save contacts to a list
You can save up to 10K contacts to a list. On the People Search page select the contacts you would like to save to a list. You can manually select the contacts by checking the checkboxes on the left of the contact’s name. If you want to select ALL of the contacts from the search […]