Build and save a list

Collect businesses into a list you can call, email or export.

Help centre · Getting started · Updated 8 October 2026

  1. Find the businesses you want, in search results or on a record.
  2. Press Add to list, and choose a list or make a new one. You can also press New list in the Lists section.
  3. Open the list to see each business with its director, email, phone and signals.

From the list you can press Call this list, Export or Start a campaign. Switch between Table and Board views, and give each business a stage, such as Replied or Call booked, so you can see where everyone is.

Lists can be shared with your team. A shared list shows up for everyone it's shared with.