Add businesses to a list
Put one business or many on a list from Businesses, Directors, a record or the bulk bar.
You will have the businesses you chose on a list.
Steps
- Tick one or more rows on Businesses or Directors, or open a record.
- Click Add to list (in the bar that appears, or in the record's header).
- In the menu, "Add N businesses to a list", click a list. Or choose New list… to make one with these in it.
A message says "Added N to {list}". If some were already there, it says how many, for example "Added 7 to Sheffield accountants. 3 were already on it." If all were, it says "Already on {list}".
Good to know
- A business is on a list once, however many times you add it.
- You can add from a record, from a person page, from a directors row and from an Enrich a list result.
- Large selections are sent in batches of 500.
- Adding does not reveal and does not use an export. Only revealed businesses go into an export file. See Export businesses to a CSV file.
- Adding does not contact anyone.
Taking businesses off
The Lists page has no button to take a business off a list. A list can be archived as a whole, by Ask Adapt, and nothing is removed. To keep a smaller set, make a new list and add only those.