Lists

How to use lists to set up sales territories and how to export records

10 articles in this collection
Written by Alyssa Gatto and Julian Dutton

How do I create a List?

Getting started with lists

Written by Alyssa Gatto
Updated yesterday

How do I find Lists I’ve already created?

Create and save multiple Lists from a single account

Written by Alyssa Gatto
Updated yesterday

How do I update the contents of a List?

Replace existing Lists by setting new filters

Written by Alyssa Gatto
Updated yesterday

How do I delete a List?

Manage your List quota by removing Lists you no longer need

Written by Alyssa Gatto
Updated yesterday

Sharing Lists With Additional Users

How to collaborate on Lists between multiple users within the same organization

Written by Alyssa Gatto
Updated yesterday

Manually Adding Records To A List

Create a custom List outside of the standard search filters

Written by Alyssa Gatto
Updated yesterday

How do I identify new and updated records?

Stay on the forefront of new and updated licenses with a few tricks and tools

Written by Alyssa Gatto
Updated yesterday

How can I see what new records were added or updated within a specific date range?

Using filters on your Lists to find the records recently added or updated.

Written by Alyssa Gatto
Updated yesterday

Use GeoSearch To Target Locations

Need precision more than just by state? Try the GeoSearch filter to gather results within a radius of a specific location.

Written by Alyssa Gatto
Updated yesterday

How can I remove a specific filter from my list?

Use our "negation filter" option to remove filters from your list. I.E. building a list of Cultivators who are not Manufacturers.

Written by Julian Dutton
Updated over a week ago