About Lists

Lists are curated collections of companies, people, deals, locations, or leads that you build and manage inside Fairground. Use them to organise accounts for a campaign, track a specific segment, or hand a focused set of records to your team.

Common Use Cases:

• Assign a book of business to each sales or post-sales rep.

• Capture a one-time CSV upload of target accounts.

• Store the output of a specific campaign or outreach batch.

• Group accounts by contract, tier, or lifecycle stage for manual management.

Important Notes:

• Ensure that filters are correctly applied to avoid missing important records.

• Remember that lists are static; any changes in the records will not reflect in the lists unless manually updated.

• A record can belong to multiple Lists at the same time.

• Lists are static. When you create a list, it captures the current set of companies, people, or locations at that point in time. The contents do not automatically update as the underlying data changes.

• If a record is deleted from your saved companies, it is automatically removed from every List it belonged to.

• You can create a list in various ways like filters, CSV uploads, or prospect.

• Lists are useful for sales rep book assignments, custom reporting, and other fixed sets of records.

• Each List is tied to one record type- Companies, People, Deals, Locations, or Leads. You can't mix types within a single list.