Lists and Filters

How to create, edit, find, favorite, use, export, or delete a list or filters

Table of Contents

• What are lists and filters
• Create a saved list or filter
  • Save a new list
  • Save a new filter
• Edit your saved list or filter
  • Add or remove a company from your list
  • Edit the name or description of your saved filter
• Find and favorite lists and filters
• Apply lists and filters to a company search

  • Apply a list or filter from the Library

  • Apply a favorite list or filter from the Your favorites quick menu on your company list page

• Export a list of companies from a saved list or filter
• Delete your lists and filters

 

What are lists and filters?

Lists are a static group of specific companies. The companies on a list won't change unless you make a manual edit.

Filters are dynamic attributes of a particular search. The company results from a saved filter may change over time, depending on if they meet the criteria.

Create a saved list or filter

Create a new list

1. To create a list, click on the checkbox next to a company or companies to add to the list. A box will appear at the bottom of the screen with the number of items you selected and additional prompts.
2. Click New List. Insert the name and description of the list you would like to create.
3. Click Save List.

Save a new filter

1. To save a filter, begin by applying your search criteria from the top suggested filters or by clicking Show Filters in the top left of your screen to find others.
2. Under the Your favorites quick menu on the top right, click Save filter. Insert the name and description of the filter you would like to create.
3. Click Save filter.

Edit a saved list or filter

Add or remove a company from a list

1. Looking at the company list, click on the checkbox next to a company or companies you want to add to the list. A box will appear at the bottom of the screen with the number of items you selected and additional prompts.
2. To add a company, click Add to list, or to remove, Remove from list.
3. Choose your list from the respective dropdown. To save, click Add to list to add or Remove from list to remove.

Edit the name or description of your saved filter

1. In the left-hand navigation, choose the arrow icon to navigate to Library > Filters. Click on the checkbox next to a filter you want to edit. A box will appear at the bottom of the screen with a number of prompts.
2. Click Edit.
3. Change the name or description of your filter and click Save Filter.

Find and favorite lists and filters

Adding a list or filter to your favorites, makes it appear in the Your favorites quick menu on your company list page.

1. In the left-hand navigation, choose the arrow icon to navigate to Library > Lists. To switch to filters, click on Filters in the top left of your screen.
2. To favorite a list or filter, click the star next to the item you would like to favorite. When you navigate back to the company list page, you will be able to find the new entry in the Your favorites quick menu.

Apply lists and filters to a company search

Apply a list or filter from the Library

1. In the left-hand navigation, choose the arrow icon to navigate to Library > Lists. To switch to filters, click on Filters in the top left of your screen.
2. In the table, navigate to the column called View next to either item. There will be a button that displays Companies. If you are viewing a list, the number of companies in that list will also be displayed.
3. Click on the Companies button. When you do that, you will be brought to the company list page and the selected list or filter will be applied.

Apply a favorite list or filter from the Your favorites quick menu on your company list page

1. From the company list page, you can find favorited lists or filters in the Your favorites quick menu located in the top right of your screen.
2. Choose your list or filter from the dropdown menu and the selected list or filter will be applied to the results displayed.

Export a list of companies from a saved list or filter

1. Apply a list or filter from the library or Your favorites quick menu.
2. Click on the checkbox next to a company or companies you want to export. If you'd like to select all companies on your current page, click the checkbox at the top of the table. A box will appear at the bottom of the screen with the current number of companies selected and a number of other prompts.
3. You can display more companies in the lower right side of the company list results by selecting from the Show ## menu. To quickly add all newly displayed companies, click the checkbox at the top of the table.
   
   Alternatively, you can navigate to the subsequent pages and add additional companies. You can confirm the total number of selected companies in the count in the box at the bottom of the screen.
4. Click the Export button in the box at the bottom of the screen. A box with fields will automatically be selected for you, but you can edit the selected fields.
5. When you have completed your selection, click Export to begin your export. A CSV file will begin automatically.

Delete your saved lists and filters

1. In the left-hand navigation, choose the arrow icon to navigate to Library > Lists. To switch to filters, click on Filters in the top left of your screen.
2. Click on the checkbox next to the list or filter you would like to delete. A box will appear at the bottom of the screen with the current number of companies selected and a number of other prompts.
3. Click Delete. A prompt will ask you to confirm your choice. To delete the selected items, click Confirm. To go back, click Cancel.