Creating Lists

There are several ways to create lists in Facilities Finder. Choose the method that fits your workflow.

Method 1: Create Empty List First

Best for: Setting up lists before you start searching

1. Navigate to Lists in the sidebar
2. Click Create List
3. Enter a list name (required, 1-255 characters)
4. Optionally add:
   • Description (up to 1000 characters)
   • Category (up to 50 characters)
5. Click Create

The list is created empty. Add facilities later from Facility Search.

Method 2: Create from Facility Search

Best for: Saving search results immediately

1. Go to Facility Search
2. Apply your desired filters
3. Select facilities:
   • Check individual boxes, or
   • Click Select All for all filtered facilities
4. Click Add to List in the header
5. Choose Create New List
6. Enter a name
7. Click Create and Add

The list is created and selected facilities are added immediately.

Method 3: Create from Company Drawer

Best for: Quick list creation while reviewing a facility

1. Click any facility to open the Company Drawer
2. Go to the Overview tab
3. In the Lists section, click Add to List
4. Choose Create New List
5. Enter a name
6. Click Create

The current facility is added to the new list.

List Properties

Name (Required)

• 1-255 characters
• Should be descriptive
• Examples: "Q1 Campaign", "Ohio Prospects", "High Priority"

Description (Optional)

• Up to 1000 characters
• Use for context about the list's purpose
• Helpful for remembering why you created the list

Category (Optional)

• Up to 50 characters
• Use for grouping related lists
• Examples: "Campaigns", "Regions", "Products"

Adding Facilities to Lists

Individual Selection

1. In Facility Search, check boxes next to facilities
2. Click Add to List
3. Select the target list
4. Click Add

Bulk Selection (Select All)

1. Apply filters to get your target facilities
2. Click Select All (up to 5,000 facilities)
3. Click Add to List
4. Select the target list
5. Click Add

From Company Drawer

1. Open any facility's Company Drawer
2. Go to the Overview tab
3. Click Add to List
4. Select the target list

Removing Facilities from Lists

From List View

1. Open the list
2. Find the facility
3. Click the remove button

From Company Drawer

1. Open the facility's Company Drawer
2. Go to the Overview tab
3. Click the × on the list badge

Best Practices

Use Descriptive Names

Instead of "List 1", use names like "Chicago Metal Fabricators Q1".

Add Descriptions

A description helps you remember the list's purpose months later.

Organize with Categories

Use categories to group related lists (e.g., all campaign lists).

Start with Filters

Apply filters in Facility Search before creating a list. This ensures you're adding the right facilities.

Check for Duplicates

If a facility is already in a list, adding it again has no effect. No duplicates are created.