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 over a week ago

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