Lists

How do I create a List?

Getting started with lists

Written by Alyssa Gatto
Updated this week

Scorecards with Summary View

Utilizing the Scorecards to easily target licenses based on activity and location

Written by Travis Garrison
Updated this week

Removing Inactive and Denied records from a list.

This quick video shows you how to remove inactive and denied records.

Written by Jessica Dallis
Updated this week

Tips & Tricks: List Building & Segmentation For Email Campaigns

Understanding the most important search filters to focus on when building a list for an email campaign.

Written by Alyssa Gatto
Updated this week

Understanding the Filters

The Filters within Licenses, Companies, and Contacts explained

Written by Travis Garrison
Updated this week

Bulk Tagging and Creating A/B Testing Lists

Utilizing the Select All and Tagging system to segment out the records we need

Written by Travis Garrison
Updated this week

Finding Filters & Tags

Quickly find filters or tags without scrolling

Written by Travis Garrison
Updated this week

How do I find Lists I’ve already created?

Create and save multiple Lists from a single account

Written by Alyssa Gatto
Updated this week

How do I update the contents of a List?

Replace existing Lists by setting new filters

Written by Alyssa Gatto
Updated this week

How do I delete a List?

Manage your List quota by removing Lists you no longer need

Written by Alyssa Gatto
Updated this week

Sharing Lists With Additional Users

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

Written by Alyssa Gatto
Updated this week

Manually Adding Records To A List

Create a custom List outside of the standard search filters

Written by Alyssa Gatto
Updated this week

Can I quickly select just a handful of records from a list?

The selection dropdown offers a few convenient options to select the first 100, 200, 400, or 1000 records.

Written by Travis Garrison
Updated this week

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 this week

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 this week

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 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 this week

Reviewing Past Imports and Bulk Updates

Accessing a history of imports and bulk changes made to your account.

Written by Travis Garrison
Updated this week