Create and use lists

Lists help you organize companies and contacts around a campaign, project, market segment, or hiring need. They are the best way to keep selected records together after searching.

When to create a list

Create a list when you want to:

• Save search results for later review
• Prepare a prospecting or recruiting campaign
• Group accounts by territory, segment, or priority
• Collaborate with teammates on a shared set of records
• Export a clean selection of companies or contacts

Create a list

1. Select companies or contacts from search results.
2. Choose Add to list.
3. Create a new list or pick an existing list.
4. Give the list a clear name, such as a campaign, region, or target segment.
5. Open the list to review, enrich, export, or assign follow-up work.

Tips

• Keep each list tied to one goal.
• Use names your whole team will understand.
• Review lists before exporting so you do not include irrelevant or duplicate records.