Lists

• 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.

• You can create a list from a filter. This includes all records matching that filter at the time the list is created.

• You can also upload a CSV to create a list. This includes only the records in that CSV.

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

• If you need a dynamic view that updates as the universe data changes, use a view instead of a list.

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.

How to use Lists:

Step 1: Create a List

• Lists are static and do not update automatically.

• There are 2 ways to create a list:

  • Export to a list from a view or a set of records OR

  • Navigate to 'Lists'→ Click the plus icon to create a new list.

• Name your list and confirm the creation.

• Choose to start from a filter, an empty list, or upload a CSV.

  • Empty — Start blank, add entities manually. Best for hand-picked accounts.

    From a filter — Run a FISOQ filter on a universe, then snapshot the current results into a list. This freezes exactly who matched right now — new entities that match the filter later won't be added automatically.

    From a CSV upload — Upload a file, map its columns to entity fields, and the rows become a new list. Large files run through a background pipeline so they don't block the UI.

Step 2: Apply Filters to the List

• If starting from a filter, apply the desired filters to match records.

• Click 'Create List' to finalize the list.

Step 3: Manage Lists

• View all created lists in the left sidebar.

• Options to delete or apply new filters to existing lists are available.

Cautionary 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.