Managing Lists

You can view, create and delete lists on the list page:

Add a List

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

You can then give the list a color 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  menu 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. 

Add a Company to a List

You can add a company to a list from the company page. 

On the right 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.

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