People

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 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 get back to a previous contact search

If you would like to go back to a previous contact search on the People Search page quickly, click on the Recent Searches tab. Click on the Recent Searches title (if the pane beneath is closed). You c...

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 search for a specific contact

The text follows the video below:   There are two ways to search for specific contacts: Click on Show Advanced Filters at the bottom of the filters on the People Search page. Copy the URL of the ...

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