Lists & Exports

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

Julian Dutton avatar Alyssa Gatto avatar Chris Moyer avatar
15 articles in this collection
Written by Julian Dutton, Alyssa Gatto, and Chris Moyer

How do I match contact exports with their associated license or company record?

Merging your license, contact, and company exports might be easier than you think.
Julian Dutton avatar
Written by Julian Dutton
Updated over a week ago

How do I create a List?

Getting started with lists
Alyssa Gatto avatar
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
Alyssa Gatto avatar
Written by Alyssa Gatto
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

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

Sharing Lists With Additional Users

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

Why are there no Related Contacts in my Export?

Exports are now enabled as for Contacts and Companies, independent from License exports
Chris Moyer avatar
Written by Chris Moyer
Updated over a week ago

How do I delete a List?

Manage your List quota by removing Lists you no longer need
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

Getting The Most Out Of Exports

Ensure you are only exporting records that have the data you need
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

How do I export the records within a search or the records of a List?

Download contact information in bulk
Alyssa Gatto avatar
Written by Alyssa Gatto
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

Can I export only the new and updated records from a List?

Be efficient with your export quota by downloading only data you haven't previously received
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

What does "Only include one record per unique email address" mean when Exporting?

Understanding the feature that helps utilize your Export quota more efficiently
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago

How can I get a higher export quota?

Export quotas are set based on your subscription plan
Chris Moyer avatar
Written by Chris Moyer
Updated over a week ago

What information is included in an export?

Exports vary based on your subscription plan
Alyssa Gatto avatar
Written by Alyssa Gatto
Updated over a week ago