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Lists
How to use lists to set up sales territories and how to export records
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11 articles in this collection
Written by
Chris Moyer,
Alyssa Gatto,
Julian Dutton
and 1 other
How do I create a List?
Getting started with lists
Written by
Alyssa Gatto
Updated over a week ago
How do I update the contents of a List?
Replace existing Lists by setting new filters
Written by
Alyssa Gatto
Updated over a week ago
How do I change the name of a List?
You can update this under the List Settings.
Written by
Chris Masella
Updated over a week ago
How do I find Lists I’ve already created?
Create and save multiple Lists from a single account
Written by
Alyssa Gatto
Updated over a week ago
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
Chris Masella
Updated over a week ago
Manually Adding Records To A List
Create a custom List outside of the standard search filters
Written by
Alyssa Gatto
Updated this week
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
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 over a week ago
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
Chris Moyer
Updated over a week ago
Sharing Lists With Additional Users
How to collaborate on Lists between multiple users within the same organization
Written by
Alyssa Gatto
Updated over a week ago
How do I delete a List?
Manage your List quota by removing Lists you no longer need
Written by
Alyssa Gatto
Updated over a week ago
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