How to Make a List

Custom Lists are great tools for creating custom prospect lists. They allow you to view executive information next to data points and performance metrics helping to craft the marketing and sales list that work best for your team.

First: Open the Custom List Builder

Select the "List" option from the "Create" dropdown in the top navigation.

This will open the Custom List Builder. From here you can choose the data points you would like to include in your custom list.

Next: Chose Your Data Points

You can select data points from 5 categories:

• Profile Information
• Executives
• Loans
• Shares
• Performance Ratio

Click the checkboxes next to the items listed with in each category to include them in your list. You can also use the "select all/clear all" option at the top of the window to add or remove all items from your list.

And, Finally: Save Your List

Once you have finished curating your list, name it by typing in the text box located in the top right of the of the list builder screen and kicking the save button.

Once your Custom List has been saved you will be able to find in your "My Displays" folder under the "My Projects" dropdown.

Organizing Your Analysis

Use the below buttons found at the top of your left navigation to help organize your custom content.

Among these are options to create folders to help you to categorize your custom lists and a delete option to remove any you no longer need.