Lists are a tool designed to help organize the person profiles and company records in your Loxo database. You can use lists on your People page, your Companies page, or in Sales CRM. Every list is either Shared or Private, and that setting controls who can open and change it.
Lists are great for tracking groups of records. Whether you are migrating data into Loxo from another platform, importing bulk data via a CSV, or simply trying to organize your records within Loxo, lists can be a useful way to organize static data. However, if you're looking for a feature to help you cross-reference different groups of records or filter by a specific attribute, custom hierarchy fields may be a better option.
Add a New List
Follow the steps below to add a new list. If you want to make a list to organize person profiles, start from the People page. If you want to make a list to organize company records, start from the Companies page.
Navigate to the People page or Companies page using the navigation bar on the left, and click the Lists button in the upper right corner.
Your existing lists are shown in the menu. At the bottom of the menu, click Create People (or Company) List.
Enter a name for your list, keeping in mind you want this to be easy to tell apart from any other lists you have.
(Optional) Use Make Private to keep the list to yourself.
Click the create button.
Add People or Company Records to a List
Once you have created a list, records can be added. People & Companies can be on multiple lists, but can only appear once on a particular list. You can add records to a list individually or in bulk.
Select the individual record (or records) that you want to add to the list.
To add one or a few records, select the check box for the profile(s). You can select profiles from both the List view and Card view of the People page.
To add a full page of records, use the 'Select all' option to highlight all of the records on the page. This will also reveal the option to "Select XXXX people on all pages."
Use the toggle to view your private lists or all of the lists accessible to you, including team lists.
Select the list you'd like to add the records to.
The records will appear on the selected list. Depending on the number of records you have added at one time, it may take some time for all of them to populate on the list.
Remember, you can always return to make edits to a list's name, privacy settings, or the records that are included.
Remove People or Company Records from a List
Once you have created a list or one has been shared with you by a team member, records can be removed from the list at any time.
Select the list from which you are removing profiles.
Select the individual(s) that you want to remove from the list.
To remove one or a few records, select the check box for the profile(s). You can check the boxes to select profiles from both the List view and Card view on the People page.
Once at least one profile has been selected, you'll see a list of actions across the top of the page. Click the 'Remove from list' button in the middle of the page. Note: this option will only be available if you have already opened the list on your People page.
You can also do this by opening a person's profile, and under the Details section on the right-hand side, hover over the list you want to remove them from, and then hit the red "X" on the right.
Edit or Change a List
Find the list you want to change. Each row has a three-dot menu; open it and choose Edit.
In the edit window, you can rename the list or change its privacy setting.
Click Save to keep your changes.
Delete or Remove a List
A shared list can only be deleted by the person who created it or by an agency admin. A private list can only be deleted by the person who created it.
Find the list you want to delete, open the three-dot menu on its row, and choose Delete.
Double-check that it is the list you intend to delete, then confirm.
People List Summary
When you open a people list, a summary card shows the list name, whether it is Private or Shared, and these ratios:
Reachable: people who already have an email or a phone number on their profile.
In Campaign
Replied in Campaign
Fetch All Contacts: asks you to confirm before it looks up contact information, and it uses credits via Contact Info Finding Agents.
Add All to Campaign: adds that same set of people to a campaign.
Company List Summary
When you open a company list, a summary shows the list name, whether it is Private or Shared, as well as the number of Decision Makers & Employees.
An info icon names any companies that are not linked to Loxo Source. Those companies only contribute people who are already in Loxo.
When you check companies on the list, the bulk bar adds Find Decision-makers and View Employees. They apply to the companies you checked, or to the whole list when every company on the list is selected.
Lists in Sales CRM
In Sales CRM, the Lists button sits next to Add Sales Opportunity. It has Company and People tabs and selecting one opens that list in a new tab.
