How to Create a New Company List

Creating and managing company lists is essential for organizing and tracking potential leads efficiently. This guide will walk you through the process of creating a new company list, both manually and by using filters to discover relevant companies.

Method 1: Creating a Company List from the Leads Section

Step 1: Navigate to the Companies Section

• Click on Leads, then select Companies to access the company database.

Step 2: Open the Company List View

• Click on the All tab to view all companies available in the system.

• This will display a list of companies that you can organize into lists.

Step 3: Create a New List

• Locate the Select a List option and click on it.

• A dropdown will appear, showing available company lists.

Step 4: Click on “New List”

• To create a new list, click on the New List button.

Step 5: Name and Create Your List

• Enter a name for your new company list.

• Click Save to finalize and create your list.

Step 6: Verify the Created List

• Your list has now been successfully created!

• To confirm, navigate back to Leads → Companies → All → Select List and locate your new list.

Method 2: Creating a Company List Using Filters in Discover

Step 1: Navigate to Discover

• Another way to create a company list is through the Discover section, where you can filter companies based on specific criteria.

Step 2: Apply Filters to Find Relevant Companies

• Use the available filter options to refine your search.

• Filters may include industry, company size, revenue, location.

Step 3: Select Relevant Companies

• The system will load companies that match the selected filter.

• Review the results and select the companies you want to include in your list.

Step 4: Save the Selected Companies

• Click on the Save Companies button to store these companies in a list.

Step 5: Choose Between an Existing or New List

• You will be prompted to either:

  • Add the selected companies to an existing list, or

  • Create a new list for them.

Step 6: Creating a New List

• If you want to create a new list, select Add to New List.

Step 7: Name and Save Your New List

• Enter a suitable name for your new company list.

• Click Save to complete the process.

Step 8: Verify Your New List

• Navigate back to Leads → Companies to check your newly created list.

Step 9: Locate Your List in the "All Lists" Section

• Click on All Lists to find your newly created saved lists.