Add a record to a list or export it

Use Add to list and Export from a company record, and what each does.

How-toChecked 2026-10-10

You will have this business on a list, or in a CSV file.

Add to list

  1. On the record, click Add to list in the header card, or on the Overview snapshot.
  2. A menu shows your lists, each with how many businesses it holds, and New list….
  3. Click a list. A message says "Added 1 to {list}", or "Already on {list}".

See Add businesses to a list.

Export

  1. Click Export in the bar at the top of the record.
  2. The sheet opens with this business as the scope: "from this business".
  3. Choose the columns and click Download.

A business must be revealed first. If it is not, the sheet says "1 business is not revealed yet, so not in the file" and offers Reveal it first. See Export businesses to a CSV file and What counts as an export, and what is free.

Send to outreach

The paper-plane button sends this business to an email campaign or the caller console, in the same box as Send to… on the tables. See Tick rows and act on several at once.