List Home

You can access this screen by clicking Lists in the Insight View header and this will show you all the lists you have access to.

In this article, we explain

• Your favourite list
• The three types of list according to their creator 
• Tasks available for each list

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Your favourite list

Indicate your favourite list by clicking the heart next to each list's name. 

Your favourite list appears in the lists widget on the Insight View home page, which provides a summary of it and direct access to its analysis.

It is also shown in the List Home header. 

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The three types of list according to their creator

This section shows a summary of the highlights of the rest of the company’s sections, for information purposes. 

Intelligent lists: These are lists based on your relationship with the companies and freelancers . Thus, Insight View automatically creates the following lists: 

• Customers 
• Competitors 
• Suppliers 
• Prospects 

If you would like to remove a company or freelancer from any of these lists, you must remove the relationship. 

Your lists These are lists you have created by adding companies and/or freelancers. Bear in mind that there are a limited number of lists per user and you can share them with other users 

Lists that other users have shared with you: Just as you can share your lists with other users from your company, they can share their lists with you. 

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Available tasks for your lists

Click tasks button  to discover them:

Rename list 

1. Click Rename list 
2. Enter a new name 
3. Click Accept 

Duplicate list 

1. Click Duplicate list 
2. COPY has been added to the existing name, but you can change it for whatever name you choose 
3. Click Accept 
4. If you have reached your maximum number of lists you will first have to delete a list. 

Share list 

1. Click Share list 
2. Select the department of the users with whom you want to share and add users with a click. 
3. Click Accept 
4. The shared icon is added to all lists you are sharing, with details. 

Delete list 

1. Click Delete list 
2. Confirm that you want to delete it, bearing in mind that you will not be able to retrieve it 
3. Click Accept 

Add to comparison 

1. Click Add to comparison 
2. The list is added to the comparison set-up widget