Lists & Organization

Lists help you organize facilities for campaigns, follow-up, and tracking. Combined with tags and status tracking, lists become a powerful system for managing your sales process.

What Are Lists?

Lists are collections of facilities that you've saved for a specific purpose:

• Campaign lists — Facilities for a specific outreach campaign
• Priority lists — High-value targets to focus on
• Geographic lists — Facilities in a specific region
• Product lists — Facilities interested in a specific product

Key Features

Multiple Lists

Create up to 100 lists to organize facilities however you need.

Tags

Add custom tags to facilities for categorization and filtering.

Notes

Add notes to facilities that sync across all your lists.

Status Tracking

Track where each facility is in your sales process.

Exclude List

A special list that hides facilities from search results.

Lists Page Overview

Navigate to Lists in the sidebar to see all your lists.

The page shows:

• List cards with stats (facilities, companies, contacted count)
• Search by list name
• Sort options (recent, name, largest, smallest)
• Create new list button

Creating Lists

From the Lists Page

1. Click Create List
2. Enter a name
3. Optionally add a description and category
4. Click Create

From Facility Search

1. Select facilities using checkboxes
2. Click Add to List
3. Choose "Create New List"
4. Enter details and save

From Company Drawer

1. Open any facility's Company Drawer
2. Go to the Overview tab
3. Click Add to List
4. Choose "Create New List"

List Limits

Working with Lists

View List Contents

Click any list card to view its contents. You'll see: