Lists are static reports that allow you to either segment people or companies from a search. You can find your Lists on the RainKing Dashboard.
How can it help:
- Named Accounts: If you use named accounts, lists allow you to create searches for just your named accounts.
- Exclusionary List: Lists can be used to exclude contacts or companies from a search.
- Segmenting data: Segmenting individual contacts or companies for marketing and call campaigns.
Steps to Create:
From a Saved Search:
First go either create a search, go into an existing saved search, existing list, or on a profile.
You will create the list by selecting the “Add to List” action button.
From a company or person profile:
You can also create a List from the company or person profile found on the right hand side of the screen.
From Smart List:
After running a Smart List you will want to add your matched companies or people to a List.
How to Add/Remove from an existing list List:
Adding a company or person to an existing List:
Click on the profiles for the company or person you are looking to add to an existing list either from a saved search, existing list, or on a profile.
If you are looking at a saved search you will find the Add to List button on the far right.
Once you are viewing the profile, select the first icon from the top right of your screen.
In the box that pops up on your screen select the list you would like to save the record to and then hit Ok.
Deleting a company or person from a desired list:
Select the list you are looking to delete the company or person record from.
Check mark the box that corresponds to the company or persons records.
You will see a pop up on your screen which will prompt you to select the list to delete the record from. Select the appropriate list and then click on OK.
Deleting a List or editing the name:
Click on My RainKing in the top left corner username in the top right corner and select “Lists/Campaigns”.To delete a List click the “Delete” button. If you would like to adjust the name click the penicl and edit the name click Save.
Limit to/Exclude on a Search:
From the search form on either an existing list or new search click the “Company Lists / Groups”.
Choose to either “Limit to” or “Exclude” by clicking the check box next to the list you would like to limit or exclude from your search.
When you create a List your colleagues will be able to view the List in their account through the List/Groups filter in a Sales or Marketing Task.
By clicking Other Available Groups they can view all of the List that users have created from your organization. By clicking Limit To they can view your Lists.
They can view the contents of the Lists by hitting the “Build List” button on the top right-hand corner. They can then save this in their own account as either a Saved search or a List and it will be accessible on their Dashboard.