Adding, editing and saved lists

Lists are an easy way to keep track of key companies

A list can be created by saving a company directly from table view or from the company profile. The former automatically creates a list called My saved companies. This and any other list, can be renamed to your liking by following these steps:

  • Click on the heart icon next to your name, on the top right of the page. This is where you will find all your saved lists
  • Click on the list you'd like to rename
  • Click on the  Edit description button on the right
  • Edit the title and if needed also edit/add a summary or description to the list
  • Click on the  Save list button at the bottom of the window

Screenshot 2020-07-15 at 16.11.09


To create a list from the company profile head over to the company profile of your preference, click on the green Save button on the top right side of the page. A window will be displayed with your lists (if you have any). To create a new list, click on Or click to add new list…, type in the name of your new list and hit the enter key on your keyboard. You have now created and saved a new list and at the same time added the company to this list. 

Screenshot 2020-07-15 at 16.16.37

Tip: Saved lists give you the option to receive news about companies in your list. You can always turn off the notifications by unticking the Get news updates box.


Editing a saved list can be done by clicking on the Edit description button. You can also make your list public, share privately, add more owners and companies, choose to receive news updates, and/or delete the entire list. To do so click on the " " button. 

 

Proceed to next guide: Exporting data

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