How to create and manage lists

Learn how to organise and categorise your searches by using lists

Below is an overview of the benefits of using lists and how to create them. Lists enable you to group related entities and access them whenever needed. Whether you're creating a list of potential business partners, tracking competitors, or compiling contacts for a project, the lists offers a centralised and organised way to manage your saved entities.

Learn how to:

Create a list from search

Create a list from manage lists

Add companies or people to a list

Manage lists

List actions (remove, add or move)

Creating a list

From the search page:

Apply your desired filters in the Filters section.
Select the Companies or People you want to add by checking the boxes next to their names.

At the top left you can choose Select this page or Select all results.
Click on the Add to list option.
In the popup box, you can select an existing list or type in the name of your new list and press Enter.

From the lists page

In the Manage lists section, click on the Create new button.

Enter the list name and choose whether to make the list shared or private using the toggle:
- Private: only visible to you.
- Shared: visible to all members of your Firmable organisation.

You can change a shared list to private at any time through the Manage lists section.
If you want to start with a private list, first create a private list in the Manage lists section and then add companies or people to it.

Adding companies or people to a list

Click the + button on the right-hand corner of the company/person you wish to add to the list.

You can select an existing list by clicking the + icon or type a new name to create one.
To add multiple records to a list, check the boxes on the left-hand side of each record.
Click Add to list.
You can select an existing list or type a new name to create one.

Managing existing lists

Go to the Home Page and click Manage Lists on the List panel. Or click Lists from the top navigation panel.
Your List page will open with your existing lists on the panel on the left-hand side.
Easily toggle between Shared and Private lists.
Shared lists can be viewed by all permitted company members, and Private lists are viewable only by you
Each list will display the name of the person who created it.
Use the search bar to find a specific list by name or the person who created it.
Click the three dots next to the list name to access more options:
- Make it private: converts a shared list to private.
- Rename: edit the list’s name.
- Delete: permanently deletes the list, this action can’t be undone. Note, you can only delete a list that you created.
To add more records to your list, click Add companies or Add people.
To apply additional filters to your list, click Apply filters. Learn how to apply filters to your search.

List actions

Click the checkboxes on the left-hand side of each record and select list action.
To select multiple, click the checkbox at the top left and choose Select this page or Select all results.
Add to another list: add selected records to additional lists while keeping them in the current list.
Move to different list: move selected records from the current list to another list, this will remove them from the current list.
Remove from list: remove selected records from the current list. This action can’t be undone.

We hope this article has helped with any questions regarding creating and managing your Firmable lists. If you have any other questions, don't hesitate to contact us at support@firmable.com.