Lists

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

Alyssa Gatto avatar Julian Dutton avatar Travis Garrison avatar
15 articles in this collection
Written by Alyssa Gatto, Julian Dutton, and Travis Garrison

How do I create a List?

Getting started with lists
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

Scorecards with Summary View

Utilizing the Scorecards to easily target licenses based on activity and location
Travis Garrison avatar
Written by Travis Garrison
Updated over a week ago

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.
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

Understanding the Filters

The Filters within Licenses, Companies, and Contacts explained
Travis Garrison avatar
Written by Travis Garrison
Updated over a week ago

Finding Filters & Tags

Quickly find filters or tags without scrolling
Travis Garrison avatar
Written by Travis Garrison
Updated over a week ago

How do I find Lists I’ve already created?

Create and save multiple Lists from a single account
Alyssa Gatto avatar
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
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Written by Alyssa Gatto
Updated over a week ago

Sharing Lists With Additional Users

How to collaborate on Lists between multiple users within the same organization
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Written by Alyssa Gatto
Updated over a week ago

Manually Adding Records To A List

Create a custom List outside of the standard search filters
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

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.
Travis Garrison avatar
Written by Travis Garrison
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
Alyssa Gatto avatar
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.
Alyssa Gatto avatar
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.
Alyssa Gatto avatar
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.
Julian Dutton avatar
Written by Julian Dutton
Updated over a week ago

Reviewing Past Imports and Bulk Updates

Accessing a history of imports and bulk changes made to your account.
Travis Garrison avatar
Written by Travis Garrison
Updated over a week ago