You can learn more about a contact by clicking on the contact’s name, on the People Search page. Once clicking on the name, a pane will open on the right side of the screen. The pane includes two ta...
Lists
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 ...
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 ...
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 Favori...
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 th...
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 li...
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...
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 cl...
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 ...
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...