Contact and Company lists have two major uses:

• Enrichment: Use lists to enrich your own data with up-to-date contact or firmographic information. Your list may be derived from your CRM, an event, a partner, or any other source of data
• Organization: In the course of using SalesIntel search, a user may find key, interesting contacts or companies to save for later. A list allows a user to save part or all of their search, and combine it with part or all of other searches to create a unique set of search results that are more specific than what standard filters would surface

Regardless of purpose, lists can contain up to 10,000 records.

Contact Lists

Contact Lists for Enrichment

To uncover more, or more recent, data about a contact, match to SalesIntel contact data using an email address, LinkedIn URL, or first name, last name, and company domain. If the file also includes work phone, mobile phone, LinkedIn URL, or job title, SalesIntel will report how many additional of these data points were able to be appended. If the file does not include these values, all instances of these data points will be considered as appended.

Start the process on the Lists screen by clicking Lists on the navigation bar.

Import the File

1. Select Create List > Create Contact List in the upper-right of the screen
2. Provide a name for the resulting list
3. Select the file to upload; it must be in csv format
4. Choose whether to share this list with team members. They will not be able to edit it directly, but they can view it and make their own copy with changes.
5. Indicate whether the file contains a header row
6. Indicate whether to match on job history. If true, if the email address or first name, last name, and company set match to a previous, non-current position, the current position will be returned instead. If false and there is a match, that match will be skipped

Map the Data

1. Identify which columns in the imported file map to which pieces of information
2. Each contact must contain a contact identifier for matching.  The following are considered for matching:
   • Email Address
   • LinkedIn URL
   • First and Last Name and one of the following:
     • Company Domain
     • Company Name
     • Work and/or Mobile Phone

View Match Results

Contact list results have three sections: Metrics, Contact View, and Field View

1. There are five metrics available:
   • Matched - The number of contacts for which SalesIntel has a match in the data set. 
   • Human + Email Verified Available Matches - The number of contacts that match to the SalesIntel Human + Email Verified data sets. These contacts can be previewed in a search or directly exported to a CRM or other platform, which requires using export credits.
   • All Available Matches - The number of contacts in total that match in SalesIntel, including the Machine Verified data set. These contacts can be previewed in a search, directly exported to a CRM or other platform, which requires using export credits, or sent for Research on Demand; Research on Demand will consume research credits.
   • Outdated Matches - The number of contacts that we have in our system that need to be updated. View the outdated contacts by exporting (this export does not use credits). Send the full set of outdated contacts for Research on Demand using the first button; Research on Demand will consume research credits.
   • Unmatched - The number of contacts that do not match to SalesIntel records. View the unmatched contacts by Exporting Original Records (this export does not use credits). Send the full set of unmatched contacts for Research on Demand using the first button; Research on Demand will consume research credits.
2. Contact View includes a breakdown of the matched contacts by level and department. Clicking on the result will show these contacts in search results.
3. Field View includes a breakdown of the available fields for all matching contacts. Appended fields shows the incremental fields available versus those which were mapped from the raw data when creating the list.

Note: For List Size we remove duplicate records from the count total.

Contact Lists to Preserve Search Results

To save part or all of your search results for future use, add the records to a list. It’s important to note that a list is a static set of records; it will not be updated if contacts enter or exit the search criteria and the search criteria is not saved. If the goal is to re-run the search at regular intervals, consider saving the search instead of the search results.

To add specific records to a list, select the records using the checkbox to the left of the record. If no records are selected, all records will be added to the list, provided that the total list size does not exceed 10,000 records. Click the “Add to List” button in the upper-right of the search results and choose either an existing contact list or create a new contact list. (A suppression list is a different type of list that can be used to block certain results from appearing in a search. List metrics are not available for suppression lists. Learn more about suppression lists in this article.)

View List Descriptives

View list descriptives on the lists screen by clicking Lists on the navigation bar and then selecting the name of the list.

Contact list results have three sections: Metrics, Contact View, and Field View. Keep in mind that, if the list was created from Human Verified search results recently, likely all records will show as Human Verified Matches. However, as data starts to age, contacts may no longer be valid.

1. There are five metrics available:
   • Matched - The number of contacts for which SalesIntel has a match in the data set. 
   • Human + Email Verified Available Matches - The number of contacts that match to the SalesIntel Human + Email Verified data sets. These contacts can be previewed in a search or directly exported to a CRM or other platform, which requires using export credits.
   • All Available Matches - The number of contacts in total that match in SalesIntel, including the Machine Verified data set. These contacts can be previewed in a search, directly exported to a CRM or other platform, which requires using export credits, or sent for Research on Demand; Research on Demand will consume research credits.
   • Outdated Matches - The number of contacts that we have in our system that need to be updated. View the outdated contacts by exporting (this export does not use credits). Send the full set of outdated contacts for Research on Demand using the first button; Research on Demand will consume research credits.
   • Unmatched - The number of contacts that do not match to SalesIntel records. View the unmatched contacts by Exporting Original Records (this export does not use credits). Send the full set of unmatched contacts for Research on Demand using the first button; Research on Demand will consume research credits.
2.  
3. Contact View includes a breakdown of the matched contacts by level and department. Clicking on the result will show these contacts in search results.
4. Field View includes a breakdown of the available fields for all matching contacts. In the case of records saved from a search, Available Fields represent the fields shown in the search results.

Note: For List Size we remove duplicate records from the count total.

Company Lists

Company Lists for Enrichment

To uncover contacts who work for a specific company or identify key firmographic data about an account list, match to SalesIntel company data using a company name or domain. While company domains generate the best match, due to their uniqueness, SalesIntel will attempt to match on the exact company name when the domain is unavailable.

Start the process on the Lists screen by clicking Lists on the navigation bar.

Import the File

1. Select Create List > Create Company List in the upper-right of the screen
2. Provide a name for the resulting list
3. Select the file to upload; it must be in csv format
4. Choose whether to share this list with team members. They will not be able to edit it directly, but they can view it and make their own copy with changes.
5. Indicate whether the file contains a header row

Map the Data

1. Identify which columns in the imported file map to which pieces of information
2. Data sets that will be considered for matching (Note: Your file must have at least one of the following):
   • Domain
   • Company Name
   • LinkedIn URL

View Match Results

Company list results have two sections: Metrics and Contact View

1. 1. There are several metrics available:
      • Matched - The number of companies for which SalesIntel has a match in the data set
      • UnMatched - The number of companies that do not match to SalesIntel records. View the matched companies by Exporting Original Records (this export does not use credits). Research on Demand can be requested for unmatched contacts; Research on Demand will consume research credits.
      • Duplicates - The number of records that are copies of another record. View the duplicates by Exporting Original Records (this export does not use credits).
      • Invalid - The number of malformed records that cannot be assessed. View the invalids by Exporting Original Records (this export does not use credits).
      • Human Verified - The number of companies that match to the SalesIntel Human Verified data set. These companies can be previewed in a search or directly exported to a CRM or other platform, which requires using export credits. Data is segmented by US vs International.
      • All Companies - The number of companies that match to the SalesIntel Human and Machine Verified data sets. These companies can be previewed in a search, directly exported to a CRM or other platform, which requires using export credits, or sent for Research on Demand; Research on Demand will consume research credits. Data is segmented by US vs International.
   2. Contact View includes a breakdown of the contacts who work at these matched companies by level and department. Clicking on the result will show these contacts in search results.

Company List FAQs:

Should I map both company domain and company name?

Mapping both company name and domain could result in excess matches when you view your results. If a domain is available, map just that domain. Company names match based on a "contains" expression, meaning one company name could return multiple results. This may be acceptable if you do not have a domain, but a domain is more definitive. For example, ACME would match ACME Co, ACME Products, ACME, etc. If a domain is available, this may help limit your match results. Using both will deliver a match against both. You can also use a domain for some inputs, and a name where domain is unavailable.

When viewing the match companies in a search, why did I get back more companies than I started with?

Domains can map to multiple company records if the company is multinational. For each country where SalesIntel has contact data, there will be a different company record. If this is a concern, try limiting your search results to US only so that only one company record per input is returned.

Why did I get back a company that did not match my input when looking at search results?

If you used a domain to match, companies may have related, alternative, or secondary domains based on email domains, subsidiaries, acquisitions, etc. As such, your domain might match to one of these secondary domains. You can also consider limiting your results to Human Verified companies to help reduce the secondary domain matching.

If you used company name to match, the name used may match multiple companies, as we match using a contains statement. For example, ACME would match ACME Co, ACME Products, ACME, etc. If a domain is available, this may help limit your match results. Using both name and domain will deliver a match against both. 

Company Lists to Preserve Search Results

To save part or all of your search results for future use, add the records to a list. It’s important to note that a list is a static set of records; it will not be updated if companies enter or exit the search criteria and the search criteria is not saved. If the goal is to re-run the search at regular intervals, consider saving the search instead of the search results.

To add specific records to a list, select the records using the checkbox to the left of the record. If no records are selected, all records will be added to the list, provided that the total list size does not exceed 10,000 records. Click the “Add to List” button in the upper-right of the search results and choose either an existing company list or create a new company list. (A suppression list is a different type of list that can be used to block certain results from appearing in a search. List metrics are not available for suppression lists. Learn more about suppression lists in this article.)

View List Descriptives

View list descriptives on the Lists screen by clicking Lists on the navigation bar and then selecting the name of the list.

Contact list results have three sections: Metrics, Contact View, and Field View. Keep in mind that, if the list was created from Human Verified search results recently, likely all records will show as Human Verified Matches. However, as data starts to age, contacts may no longer be valid.

1. There are four metrics available:

• Matched - The number of contacts for which SalesIntel has a match in the data set
• UnMatched - The number of contacts that do not match to SalesIntel records. View the matched contacts by Exporting Original Records (this export does not use credits). Send the full set of unmatched contacts for Research on Demand using the first button; Research on Demand will consume research credits.
• Human + Email Verified - The number of contacts that match to the SalesIntel Human + Email Verified data sets. These contacts can be previewed in a search or directly exported to a CRM or other platform, which requires using export credits.
• All Contacts - The number of contacts in total that match in SalesIntel, including the Machine Verified data set. These contacts can be previewed in a search, directly exported to a CRM or other platform, which requires using export credits, or sent for Research on Demand; Research on Demand will consume research credits.

2. Contact View includes a breakdown of the matched contacts by level and department. Clicking on the result will show these contacts in search results.
3. Field View includes a breakdown of the available fields for all matching contacts. In the case of records saved from a search, Available Fields represent the fields shown in the search results.

Viewing and Editing Lists

Access contact lists at any time on the Lists screen by clicking Lists on the navigation bar. Clicking on the name of the list will show the list metrics, contact view, and field view (for contact lists). Clicking the preview button will show the list results in a search. Editing the list allows you to change the name or remove items from the list. It will also show whether job history is being considered for matches on contact lists, although this value cannot be changed.

List results are used directly in search and further filtered with additional criteria by selecting the list name from the Your Lists filter in the left-hand filter panel on the search screen.