Creating Company Lists

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

Add a List

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

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

Managing Company Lists

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 Companies to a List

You can add a Company to a List from the Company page through the left side component's section for lists. 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.

You can also add Companies to a List from the Companies tab. Simply click the inline List 'Edit' button.

Filter Pipelines by Lists

There will be instances when you'll want to filter your Pipeline by Lists. This can be easily achieved by selecting the List filter dropdown and selecting the relevant List.

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