Lists

A list is a named collection you keep. Saving to a list does not copy anything: the companies and people are already in your database, and a list points at them.

1Step 1: Create a list

1. Open Lists in the sidebar and click New list. The plus button next to Lists in the sidebar and the Create a list action in ⌘K open the same dialog.
2. Type a name, up to 80 characters.
3. Pick a colour. Openlead suggests the next one you have not used.
4. Choose what the list holds: companies or people. A list holds one kind, so people you want to keep get a list of their own.
5. Add a description if you like, up to 200 characters, then click Create list. The new list opens.

You can also make a list from a finished search. In the search's table, open Save all and choose New list from this search. Openlead names the list after your search, you can change the name, and Create and add puts every company of the search into a new company list.

2Step 2: Save companies or people to it

Every place that shows a company or a person has a bookmark or an add button:

• Search results. Click the bookmark on a row to pick a list. To save several companies, tick them and click Save to list in the bar that appears. Save all at the top of the table saves the whole search.
• Your database. Click the bookmark on a row, or tick rows and use the bulk bar.
• A company or person page. Use Add to list in the top bar.

In the list picker, a company is offered your company lists and a person your people lists. A tick marks the lists that already hold it, and clicking a ticked list takes it out again. If you type a name that does not exist yet, Create makes the list and adds the row in one step.

Saving a row that a list already holds changes nothing, so you cannot add the same company twice.

3Step 3: Open, rename or delete a list

Lists shows every list in the workspace with its type, contents, when it changed and who made it. Filter by All, Companies or People, find one by name, or hover a name for a preview.

A list's own page shows:

• The name, description and a summary line: how many companies and people it holds, how many searches they came from, and when it last changed.
• A table. A company list has the company with its domain, what it does, its location, the people found there and when it was added. A people list has the person, their company, location, profile link and when they were added.
• Filters: Added by (you or teammates), People (companies with or without people, on company lists), and a search box for the list.

Select rows to use the bulk bar: Export CSV for the selection (see Export to CSV), Move to list to take the rows out of this list and put them in another of the same kind, and Remove to take them out of this list.

To rename a list or change its description, open the ⋯ menu on its row or on its page and choose Rename. To delete it, choose Delete and confirm. Deleting a list removes the list and its entries. The companies and people stay in your database.

Who sees a list

A list belongs to the workspace, not to one person. Everyone who is a member of the workspace can see it, add to it and change it. The Owner column and the Added by filter show whether you or a teammate made a list or added a row. For how members join a workspace, see Workspaces and members.

FAQ