Utilizing Other Lists Filter
Even if you're not configured with the Salesforce Integration, you can still use DataFox filters to track companies that are valuable to you.
Using our CSV Importer Tool, you can pull lists of companies directly from your CRM and upload them into DataFox as Lists.
From there you'll be able to leverage the Other Lists filter to track companies across different Lists. Here's how it's done:
Step 1: Find the Other Lists Filter
Within a Search or List, click on the Other Lists drop-down and click 'Filter':
Step 2: Select the Type of Search you'd like to Conduct
The Other Lists filter has 2 settings, Include Companies and Exclude Companies:
1. Include Companies in a specific list - Best used when looking to isolate companies from a specific List (or Lists):
2. Exclude companies from a specific List (or Lists) from your selection:
- Show companies which are on at least one list - Best used when looking to view ALL companies already being tracked by people in your organization.
- Show companies which aren't on any lists - Best used when looking to remove ALL companies already being tracked by people in your organization:
Can't find the Other Lists Column?
Click the Customize Fields icon in the top right corner to reveal undisplayed columns. You can also organize Fields for better visibility. If you can't see Other Lists, it's in the Inactive Fields column:
You can drag and drop Other Lists from Active to Inactive, or, select the + or X icon. Once done, it will display in your updated search table.
Questions? Reach us at firstname.lastname@example.org.