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Managing Lists

From your list, click People or Company to display the results you've already saved.

Saving a List

T1 | T2 | Microsoft | SAP On-Prem | SAP Cloud

After you have specified the criteria for a list, save it by typing a name for the list and clicking Save.

On the Build A List window, the names of any saved lists display.

Exporting Lists

T1 | T2 | Microsoft | SAP On-Prem | SAP Cloud

Export a list of company and people results from Build a List or from a simple search. Exported files will be in .csv format.

NOTE: Domestic and international phone numbers are formatted in the exported .csv file.

You can make selections to export by selecting one or more of the checkboxes or by entering a range.

To use the checkboxes to make selections:

  1. Select the desired checkbox(es).
  2. Click the Export button at the bottom of the page.
  3. Click Submit.

To select a range:

  1. Click the Export button at the bottom of the page.
  2. Enter from and to ranges.

NOTE: The Export Range will auto-populate with the ranges of the list page you have open when you click the Export button. For example, if your search or Build a List displayed five pages of results, with 20 results showing per page, and you are on page two of those results, the Range will auto-populate with a Range of 20 to 39 (shown in the following screen example).

  1. Click Submit.

The file will download directly to the browser.

NOTE: Limited CRM Integration users do not have an Export button or export capability.

NOTE: The maximum number of exports for each set of results is 1000. You will receive an error if the range of exports exceeds 1000.

The build a list export files include the following fields. Standard formatting conventions are applied to phone numbers in the export file.

  • Existing Account
  • Existing Lead
  • Title (People export only)
  • D-U-N-S Number
  • Company Name
  • Address
  • Address 2
  • Address 3
  • City
  • State/Province
  • Country
  • ZIP Code
  • Company Phone
  • Direct Phone (People export only)
  • Direct Email (People export only)
  • Location Type
  • Annual Sales (USD)
  • Longitude
  • Latitude
  • Doing Business As
  • Location Type
  • Total Employees
  • Employees at this Location
  • Primary Industry
  • Primary USIC Code
  • Primary SIC Description
  • Primary US NAICSCode
  • Primary NAICS Description
  • Company Fax

Duplicating a List

T1 | T2 | Microsoft | SAP On-Prem | SAP Cloud

You might want to leverage an existing list by starting with that list's criteria and add to it or change it. To do that, you can copy an existing list and rename it.

  1. To make a copy of an existing list, in Your Saved Lists list, click Edit.

  1. In the next window, next to the list you want to copy, click Duplicate List.

D&B360 creates a duplicate list with the same name.

  1. Place your cursor in the list name field and retype the name of the list to differentiate it from the original list by that name.
  2. Click Done.

Editing a List

T1 | T2 | Microsoft | SAP On-Prem | SAP Cloud

  1. Click the list name to open the list window where you can change the criteria.
  2. Next to a list name, click People to edit only the People criteria of your list.
  3. Next to a list name, click Company to edit only the Company criteria of your list.

Deleting a List

T1 | T2 | Microsoft | SAP On-Prem | SAP Cloud

  1. In the Your Saved Lists area, click Edit.

  1. In the Your Saved Lists column, next to the list you want to delete, click the X.
  2. When you are finished deleting any lists, click Done.