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Track or exclude customers and prospects using lists
Track or exclude customers and prospects using lists

Trigger intent notifications or create filters to focus on new companies using lists of customers, prospects or target accounts.

Jerre avatar
Written by Jerre
Updated over a week ago

We love tracking existing customers and prospects to spot upsell opportunities or trigger buying intent notifications for our sales team.

We also find it valuable creating Segments and Lead Scoring that excludes them, so we can focus on new opportunities.

Enter lists πŸ€“

It's possible to use lists containing company domains or contact email addresses in the following formats.

Excel, CSV, Numbers or TXT.

If you'd like to get to grips with the use cases of imported lists. Check out the guide.

Ready to get started? πŸ’ͺ

Step 1: Head over to settings

Step 2: Select lists and create a new list

Step 3: Name your list, select the file of companies or contact email addresses you would like to import and create the list.

Step 4: Select the column containing the domains or email addresses

Step 5: Use lists in Segments

The filter name is called "Account List"

Step 6: Get notifications when List companies visit

If you need a refresher on using Automations then check out the guide.

We hope you enjoy using them as much as we do. As always, please feel free to drop us a message for some help, just to say hello or discuss ideas πŸ₯³

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