Creating Lists

There are several ways to create lists in Facilities Finder. Choose the method that fits your workflow.

Method 1: Create Empty List First

Best for: Setting up lists before you start searching

1. Navigate to Lists in the sidebar
2. Click Create List
3. Enter a list name (required, 1-255 characters)
4. Optionally add:
   • Description (up to 1000 characters)
   • Category (up to 50 characters)
5. Click Create

The list is created empty. Add facilities later from Facility Search.

Method 2: Create from Facility Search

Best for: Saving search results immediately

1. Go to Facility Search
2. Apply your desired filters
3. Select facilities:
   • Check individual boxes, or
   • Click Select All for all filtered facilities
4. Click Add to List in the header
5. Choose Create New List
6. Enter a name
7. Click Create and Add

The list is created and selected facilities are added immediately.

Method 3: Create from Company Drawer

Best for: Quick list creation while reviewing a facility

1. Click any facility to open the Company Drawer
2. Go to the Overview tab
3. In the Lists section, click Add to List
4. Choose Create New List
5. Enter a name
6. Click Create

The current facility is added to the new list.

List Properties

Name (Required)

• 1-255 characters
• Should be descriptive
• Examples: "Q1 Campaign", "Ohio Prospects", "High Priority"

Description (Optional)

• Up to 1000 characters
• Use for context about the list's purpose
• Helpful for remembering why you created the list

Category (Optional)

• Up to 50 characters
• Use for grouping related lists
• Examples: "Campaigns", "Regions", "Products"

Adding Facilities to Lists

Individual Selection

1. In Facility Search, check boxes next to facilities
2. Click Add to List
3. Select the target list
4. Click Add

Bulk Selection (Select All)