Lists are a great way to organize your accounts when you are prospecting.
- Pull up the account you want to add to a list.
- On the top of the page under the account name to the right will be a button titled “Add to List”. Click it.
- From here you can create the list you want, we use a specific naming convention for lists: First Name Last Name Initial - List name. Example “Alex R - Example List."
- After this list is created you will be able to find it next time you click the “add to list” button.
To Find your saved list
- Hover over the magnifying glass and click “companies."
- On the top left corner click on the “Lists” tab.
- Search for your list in the search bar or sort with the “my” tab.
- Your list should pop up.
