In DealSignal, a saved list is a collection of contacts or companies that are created manually by users during their searches. These lists can be modified by adding or deleting records but are not automatically verified, meaning the data can become outdated.
How to create a Saved List in DealSignal
Creating a saved list in DealSignal is a simple process. You could create a new Saved list in two possible ways:
Create a new empty Saved List:
Navigate to the All Lists tab:
Open the "Search" page
Go to the "Lists" tab from the top menu.
Ensure you are in the "Contact Lists" section.
Initiate list creation:
Click on the "Create Contact Saved List" button.
Add new list name:
A dialog box will appear. Enter the name for your new list and click the "Save List" button. As a result, a new list will be created.
Create a Saved list from contact details or search
Select Contacts: From any contact search result or contact details page, select the contacts you want to add to a list.
Add to List: Click on the "Add to List" button and choose "Add New List."
Enter List Name: Enter a name for the new list and click "Save List."
New List Confirmation: Your new list will be created, and the selected contacts will be added to it.
How to add records to the list
If you want to add contacts or companies to the list you need to proceed with the following steps:
Adding records to the list:
Navigate to the page where your contacts or companies are listed.
Use the checkboxes to select the records you want to add to a list
After selecting the records, click on the "Add Selected to List" button.
In the dropdown menu that appears, you can either select an existing list or click on "Add New List" to create a new one.
Once the list is selected, the records will be added to the list. A confirmation message will appear, indicating that the records have been successfully added.