Individually selecting companies and adding them to your list is called a Handpicked list. We will walk you through how to add individual companies from the Directory to one of your marketing lists.
Add Companies from the Directory
If you are looking to add a specific company to a list, navigate to the "Companies Directory".
Once in the Companies section, you can enter the name of the company as a Keyword search or utilize the Filters to narrow your results.
You may get multiple results. Locate the company you wish to add and click the check box to the left of the company name. This will bring up a toolbar at the bottom of the page allowing you to click the three-dot menu option and select "Add to List". You can do the same with multiple companies as well.
The "Add to Lists" modal will open, allowing you to create a new list/tag or select from a list you have already built. To create a new list or tag, select the green plus button at the top right corner of the modal.
Once your selections are made click the "Continue" button to move to the Role Selection step.
On the Role Selection modal, you have the option to select all roles or specific roles at the selected companies.
Once you have selected the roles to add to your list you can now click Finish.
Adding Contacts from the Company Profile
An alternative option is to click on the Name of the company to view the Company Profile. From there, you will land on the "Company Details" page; navigate to the "Contacts" tab. From this page, you can individually check off the contacts from the company you wish to add. Once you've checked all your contacts, click the three-dot menu option shown in the toolbar at the bottom of the Contacts view and select "Add to List".
Once again, the "Add to Lists" modal will open, and you can select the list(s) to which you would like to add these contacts. Click the "Save" button once your selections are made, and you should see a success bubble indicating your changes have been saved.
Locating Your Handpicked Contacts in a List
If you would like to double-check and make sure these new contacts have been added to your list, navigate to your "Lists" page and edit the list you added the contacts to. You should see a new "Handpicked Segment" with the contacts you added within.
