Lists and filters
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      Advanced list actions

      How to merge, intersect, and trim lists

      This article is meant as a guide for more advanced list actions. If you'd like an introduction to lists and filters, head to the article on lists and filters.

      Table of Contents

      Merge two or more lists

      Merging will combine all companies in selected lists into one new list and remove duplicates.

      1. In the left-hand navigation, choose the arrow icon to navigate to Library > Lists.
      2. Click on the checkbox next to two or more lists you want to merge. A box will appear at the bottom of the screen with a number of prompts.
      3.  Click on Merge. Enter a name and description for your new list.
      4. To save, click Save New List.

      Intersect two or more lists

      Intersecting will combine all companies that are in both lists into one new list.

      1. In the left-hand navigation, choose the arrow icon to navigate to Library > Lists.
      2. Click on the checkbox next to two or more lists you want to merge. A box will appear at the bottom of the screen with a number of prompts.
      3.  Click on Intersect. Enter a name and description for your new list.
      4. To save, click Save New List.

      Trim two or more lists

      Trimming will select all companies from the included lists and exclude all companies from the excluded lists, then create a new list.

      1. In the left-hand navigation, choose the arrow icon to navigate to Library > Lists.
      2. Click on the checkbox next to two or more lists you want to merge. A box will appear at the bottom of the screen with a number of prompts.
      3.  Click on Trim. Make your selection of company lists to include and exclude by completing the following:
        1. Click ">>" to move all lists to Exclude.
        2. Select one or more lists from the Include list and click ">" to move the item(s) to Exclude.
        3. Select one or more lists from the Exclude list and click "<" to move the item(s) to Include.
        4. Click "<<" to move all lists to Include.
      4. Enter a name and description for your new list.
      5. To save, click Save New List.