The Lists tool allows users to create and manage company or contact lists and use them across the entire Dealfront Platform.
In this article we'll explain how Lists works across the different Dealfront solutions and products.
We've documented some of the top use cases for Lists in a separate article here, but continue reading below for an overview of how Lists works.
Quick Links:
How to Access Lists
Lists can be navigated to easily in the Dealfront app. Just click on the Lists Icon at the top right of your screen in the navigation bar.
Lists and the Web Visitors Identification Solution
When you access Lists you will be able to switch between company or contact lists, here you can select the name of the List you want to view.
You can choose to Rename or Delete list using the '3 dots' icon next to its name.
The other List options are:
Add to list: You can add more companies or contacts to an existing list either from Target Basic, or CSV upload
Export: You can select either individual companies/contacts, a whole page or the entire list for Export as a CSV or LinkedIn format. This action will use credits.
Trash/Delete: You can remove companies/contacts from a list by selecting them and clicking the 'trash' icon.
Privacy/Sharing settings: By selecting either the List's privacy status or the 'Share' icon you can amend who has access to the list as a Viewer, Editor or Owner, assuming you have the rights to do so.
You can also create a new list via CSV import from directly within the Lists tool.
List Folders
You can create a folder within lists for better organization of your data. Simply click the folder icon next to the 'Create company/contact list' button. Folders behave in the same way as individual lists and can be renamed, shared, or deleted. Folders can only be deleted if empty.
Please note: New lists and folders are no longer automatically visible to all users - so make sure you share them with all necessary collaborators.
Leadfeeder
Leadfeeder integrates with the Lists tool so you can check if a company visiting your website is present in any of your existing company lists. These company lists can also be used as filter options when creating a custom feed, or you can add all your companies from a feed to a List and export this data if you wish.
Lists and the Sales Intelligence Solution
Target
Target is Dealfront's main GDPR compliant B2B database. In Target you can use choose from over 100 filter criteria to search for companies and contacts of value to your sales and marketing strategy. Once you've got a results set you're happy with you can save this as a List to:
export the data and access it in other applications, such as your CRM
use the List as a filter in Target to narrow down your search
use the List to find lookalike companies with our AI feature
target these specific companies with display advertising in Promote
When you access Lists you will be able to switch between company or contact lists, here you can select the name of the List you want to view or create a new list or folder.
You can choose to Share, Rename or Delete list using the '3 dots' icon next to its name, which appears on hover.
The other List options are:
Export: You can select either individual companies/contacts, a whole page or the entire list for Export as a CSV, XLSX, Salesforce or LinkedIn format. This action will use credits.
Trash/Delete: You can remove companies/contacts from a list by selecting them and clicking the 'trash' icon.
Change your view settings: By selecting the 'cog' icon on the right you can switch between table or card view, group companies and change the number of results displayed per page.
Please note: New lists and folders are no longer automatically visible to all users - so make sure you share them with all necessary collaborators.
Connect
The Connect Lists interface looks like the below. You access your Lists from the top left of the navigation bar.
You have the same options as in Target: Rename List, Add Companies to List (via import), Remove Companies from List (via import), Share List and Delete List.
Connect enables you to gain deep insights into your target accounts. In Connect you can either open a company List you have saved, or import a file, and use the Connect insights to qualify or rule out each company on this List based on your own set criteria of what makes an ideal prospect.
You can also set up alerts on companies within this List, looking for buying intent signals from both sales and news event triggers, enabling you to spot fresh upsell and cross-sell opportunities.
Promote
Promote targets Lists of your key accounts, or your 'ideal customers' with display ads. Promote identifies these target accounts from a List you select. These Lists can be:
made up of companies you upload yourself via CSV
companies you've searched for within Target and saved as a List
companies who have visited your website and been identified in Leadfeeder
Please note: In the case of CSV imports, a maximum of 10,000 rows are allowed.
Interested in exploring the ultimate workflow you can create between the Lists tool and the other tools detailed above? Check out our step by step guide here.
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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.
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