The Exclude List

The Exclude List is a special list that automatically hides facilities from all your search results. It's perfect for removing facilities you're not interested in, competitors, or facilities you've already closed.

What Is the Exclude List?

Every account has exactly one Exclude List that:

• Is created automatically when you first use it
• Cannot be deleted or renamed
• Has special red styling to distinguish it from regular lists
• Automatically filters out facilities from all searches

Why Use the Exclude List?

Clean Up Search Results

Remove facilities that aren't good prospects so they don't clutter your searches.

Hide Competitors

If you don't want to see competitor facilities, add them to the Exclude List.

Track Closed/Lost

Facilities you've already closed or lost can be hidden from active prospecting.

Focus on New Prospects

By excluding known facilities, you can focus on discovering new opportunities.

How It Works

1. Add a facility to the Exclude List
2. That facility disappears from search results
3. All searches, views, and exports exclude it
4. The facility is not deleted — you can still access it

Excluded facilities are hidden, not deleted. You can always:

• View them by opening the Exclude List directly
• Remove them from the Exclude List to show them again

Adding Facilities to Exclude List

From Company Drawer

1. Click any facility to open the Company Drawer
2. Go to the Overview tab
3. Click Add to List
4. Select Exclude List (shown with red styling)
5. The facility is now excluded from searches

From Facility Search

1. Select facilities using checkboxes
2. Click Add to List
3. Select Exclude List
4. Selected facilities are excluded from searches

Viewing Excluded Facilities

To see what you've excluded:

1. Navigate to Lists
2. Find the Exclude List (pinned at top with red styling)
3. Click to open it
4. View all excluded facilities

Removing from Exclude List

To restore a facility to search results:

1. Open the Exclude List
2. Find the facility
3. Click the remove button

Or:

1. Open the facility's Company Drawer (via direct link or from Exclude List)
2. Go to the Overview tab
3. Click the × on the Exclude List badge

The facility will immediately appear in search results again.

Exclude List vs. List Filters

The Exclude List and List filters work differently:

Best Practices

Be Selective

Only exclude facilities you're certain you don't want to see. It's easy to forget what you've excluded.

Review Periodically

Check your Exclude List periodically to ensure you haven't excluded too much.

Don't Exclude Prospects

Avoid excluding facilities just because you contacted them. Use Tags or Status instead to track outreach.

Use for Permanent Exclusions

The Exclude List is best for:

• Competitors
• Closed/won customers (already working with them)
• Facilities that don't fit your criteria at all

Troubleshooting

Can't Find a Facility

If a facility isn't appearing in search results:

1. Check if it's in your Exclude List
2. Open the Exclude List and search for it
3. Remove it if you want it to appear again

Exclude List Not Working

If facilities aren't being hidden:

1. Refresh the page
2. Check that the facility is actually in the Exclude List
3. Verify your filters aren't overriding the exclusion