How to Add a New List?

Create and customize a new list to save selected records for future use.

1. First, click on the List dropdown menu at the top of the results table.

   Then, from the menu that opens, choose the first option: Add / Create List.

   

2. After the pop-up appears, you can click the dropdown to see and choose from lists you’ve already created. The lists are grouped into three categories: All, Mine, and Shared.
   

   

3. After you select your list, it will appear in the Selected Lists section.

   
   For Companies
   

   

   
   For Contacts
   

   

4. After clicking the Save button, the selected items from the result table will be marked as Active instead of just Saved.
   

   

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