Add Organizations to a List

Once you have created a search and found relevant companies, you can add them to a list. Lists are used to organize and group organizations for export to your CRM or for further processing.

Add Organizations from a Search

1. Navigate to Search and open a saved search, or create a new one.

2. Select the organizations you want to add. You can choose to:

   • Select individual companies by clicking the checkbox next to each company.
   • Select all using the checkbox in the table header.
   • Select the first N companies by specifying a number in the selection.
   • Select all with a score above a certain threshold if you are using a Scoring Profile — this way only the best matching companies are added.

3. Click Add to List.

4. Choose an existing list or create a new one by entering a name.

5. Click Save.

Create a New List Directly

1. Navigate to Lists.
2. Click + New List.
3. Give the list a name.
4. Click Save.

You can then go back to Search and add organizations to the list.

Next Steps

• Show all matching contacts for a list — view and filter the contact persons at the organizations in your list.
• Automatic pushing of lists to CRM — configure lists to automatically push contacts to your CRM.

Tips

• Use lists to segment leads based on different searches or campaigns.
• You can add organizations from multiple searches to the same list.
• An organization can exist in multiple lists at the same time.