Step-By-Step Instructions
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1
Run Your Search
1. Select Sales Execution from the left-hand menu.
2. Apply filters to define your audience. For example, Include: Clear Aligners or Exclude: AlignTech.
3. The system will show a long list of matching businesses.
4. Apply further filters such as Company Size = Small or Location = Birmingham to narrow the list further.
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2
Save the List
1. Click Options in the top-right corner.
2. Select Save Search to List.
3. Enter a clear name for your list — for example, Clear Aligners in Birmingham – Non-AlignTech.
4. Click Save.
5. Your list will now appear in the Team Lists section on the left-hand navigation.
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3
Manage Your Lists
1. Open Team Lists from the left-hand menu.
2. If you have multiple team lists visible, click Your Name at the top to show only your lists.
3. Select your list to view the clinics it contains.
4. From this view, you can:
• Export the list to your CRM or reporting tools.
• Assign a colour to the list for easy identification later.
5. Click Export List to download your data.
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4
Visualise Your List on the Map
1. From the navigation bar, go to Filters.
2. Click Show My Lists in the top left.
3. Switch to Map View to see your list plotted geographically.
4. Zoom in or out to see where your clinics are located and plan travel efficiently.
