Lists are a powerful way to organize and segment the companies in your Signaliz database. You can use lists to group companies for specific campaigns, track outreach efforts, or simply keep your data organized. This article will guide you through creating and managing lists in Signaliz.
Creating a New List
1.Navigate to Lists: From the main dashboard, click on "Lists" in the left-hand navigation menu.
2.Click "Create List": In the top right corner of the page, click the "Create List" button.
3.Enter List Details: A modal window will appear. Fill in the following fields:
•List Name: A descriptive name for your list (e.g., "Q4 Outreach Campaign").
•List Description: A brief description of the purpose of the list.
•List Type: Select whether the list will contain companies or contacts.
4.Create List: Click the "Create List" button to save your new list.
Managing Your Lists
Once you have created your lists, you can view them on the "Lists" page. Each list is displayed as a card, showing the list name, description, and the number of items it contains.
Adding Companies to a List
There are two ways to add companies to a list:
•From the Companies Page:
1.Navigate to the "Companies" page.
2.Select the companies you want to add to a list using the checkboxes.
3.Click the "Add to List" button that appears at the top of the list.
4.Select the list you want to add the companies to and click "Add".
•From within a List:
1.Navigate to the "Lists" page and click on the list you want to add companies to.
2.Click the "Add Companies" button.
3.Search for and select the companies you want to add.
4.Click the "Add" button.