Managing your Lists
To manage your lists, visit the 'Saved lists' page from the main navigation. You can view, remove a list or change its name. Click on the individual list to view its content. From here, you can add, move and remove companies or directors, and find overlaps.
You can also see these lists on the Dashboard page on the left-hand sidebar.
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If you want to avoid duplication within your lists, for example when prospecting for companies, you can find overlaps between two lists and remove them from one.
To do this:
- Choose a list you want to check for duplicates.
- Make sure you don't have any companies selected.
- Click the 'Find Overlaps' button on the top right-hand corner of the list.
- Start typing the name of the list you'd like to check against, or click the dropdown arrow and select a list.
You'll see straight away if there are any overlaps, and how many duplicates there are.
If you want to view them, click "Select in list" button. From here, you can remove the highlighted duplicates by clicking on theicon on the top of the list or move them to another list by clicking the icon.