Managing Lists

You can view, create and delete lists on the List page, found in the Companies and People dropdown menus.

Add a List

Click the 'Add List' button at the top of the List page. This will open a popup where you can name your new list.

You can then give the list a colour to help it stand out and make it easy to identify. 

Deleting Lists

Select the list or lists you'd like to delete by checking the checkbox to the left of the list's name. Once the appropriate lists are selected the 'Delete' button will become visible next to the 'Add List' button.

When you click 'Delete' you'll be presented with a confirmation dialogue to ensure lists aren't deleted by accident.

Adding People and Companies to a List

You can add a company to a list from the Company page, and a person from the People page.

On the left side component there is a section for lists (under categories). Click 'Edit' to add and remove the company from lists. When not editing this section you can click on the list to view all the companies in that list.

Filter Deal Flow by Lists

There will be instances when you'll want to filter the Deal Flow page by lists. This can be easily achieved by selecting the List filter dropdown and selecting the relevant list.

Did this answer your question?