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, lists offer a centralised and organised way to manage your saved entities. Each list can hold up to 5,000 records.
In this article:
- Creating a list
- From the lists page
- Adding companies or people to a list
- Managing existing lists
- List actions
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. Lists created this way are shared with your team.
From the lists page
- On the Lists page, click Create.
- Enter the list name. Turn Share with team on to share the list, or leave it off to keep it private:
- 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 from the Lists page.
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Lists created from the Add to list popup are shared. To start with a private list, create it on the Lists page with Share with team turned off, then add companies or people to it.
Adding companies or people to a list
- Click the + button in 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
- Click Lists in the top navigation.
- The Lists page will open with your existing lists on the panel on the left-hand side.
- Toggle between Shared and Private lists.
- Shared lists are visible to everyone in your Firmable organisation, 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 search filters. Learn how to apply filters to your search.
List actions
- Click the checkboxes on the left-hand side of each record and select a list action.
- To select multiple records, 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.
