Great, you've invited members and started to search through your combined network. Now it's time to get organized and create lists!
Creating a list
A list allows you to save profiles to organize your sales prospecting, recruiting, fundraising, depending on your use case. It's important to get organized from day one.
To get started, you can create a first list for your own network and add people you know well to get started!
You can then create lists by member, by sales territory, region, or verticals. This depends on your specific goals.
Getting down to business
Start by going to the “Lists” tab in the left-hand sidebar. Click on the “Create list” button in the top-right corner.
The "Forwardable intro template" will be used when sending intro requests. You can edit this later.
Your new list will be listed in the “Lists” tab, where you’ll also see the number of profiles added to it, the status and name of the member who created the list.
Bulk actions
You can add individual Profiles to a list or as bulk action up to 10.000 records in a one go. Just select the main checkbox in the top of the column and enable "all records" selection in a yellow box.
Using saved search
You can set up a search inside a list and save search parameters there for later! Click on "Saved search" to experiment with this. Then click on the plus (+) sign next to a name to add a profile to the list.
Tracking statuses
You can modify the status of a connection on a list. The default is "Suggested". The status automatically gets updated to "Intro requested" once you've sent an intro request from the platform, the topic of our next chapter.
Here's a quick video tutorial on how to create and manage lists
Read next: Asking for introductions (5/6)