How do I create and manage custom company lists?

Table of Contents

Create a New List

Import Lists

Edit Lists

Combine Lists

Custom lists are great for quick access to companies and attributes you want to reuse in your projects.

Create a New Company List

To create a custom company list, from any existing project, navigate to the Skills/Attributes sidebar, or when mapping, from the Companies field, select New Company List.

1. From Companies, hover over the space next to the label and select Browse all.
2. Click Current Company, then Current Company > Custom Lists > New Company List > Create. You can also import an existing list of companies from a CSV or Excel file. More on that below.
   

3. Name your list. From here, you have two options to add companies to your list:

   • Generate with AI: Use natural language prompts to describe the type of companies you're looking for (e.g., "B2B SaaS companies in fintech"), and the AI will generate a relevant list.
   • Text Input: Directly paste a predefined list of companies, with one company per line. This is ideal if you already have a list of companies you want to import without AI interpretation.

   This may be a list of competing companies that you'd like to include in or leave out of your searches. By grouping certain companies together, you save time in future searches by being able to easily add your custom list. You could also copy & paste a list if it exists somewhere already (e.g., a spreadsheet). 
    

   Note:

   While there technically is no limit to the amount of companies you can add to the list, we strongly recommend keeping it at around a maximum of 500 per list, as searches can be affected negatively if too many are added.

   

4. Hit the Enter key, and in a few moments, Findem will deliver a mapped company list based on your input. Click Save to save your list. Note, after hitting Enter, and the companies being mapped, you're able to add more companies to the list by hitting Shift+Enter on your keyboard.
   
5. Now you can add your list to the Companies filter in any project to filter out all candidates who match the requirements set in your list.
6. If Findem is unable to match any companies you input, you can use that keyword as part of your search, meaning Findem will continue to look for any companies that match or contain that keyword in them, or you can go to Table view to manually map that keyword to a company that exists in Findem's database.
   
   

Import Company Lists

1. Head to the Skills sidebar, then Current Company > Custom Lists > New Company List > Import File.
   
2. If you have an existing file, we recommend downloading the approved template, copying over the information to the templated file and reuploading that. If the data is not in the proper format, Findem will not be able to recognize it.
   
3. Once your file has been successfully uploaded, the list will be created in Findem. Click Save to save your list. You're able to manually match any unmatched companies in Table view. Any unmapped companies will remain in the search as keywords.
   

Edit Existing Lists

To edit an existing company list:

1. From the Companies attribute, click Browse all.
2. Choose Current Company > Custom Lists.
   
3. From the list you'd like to make changes to, click the ellipsis (...) > Edit.
   
4. Add the applicable companies to the list, then click Save.
   

To delete a duplicate or unwanted company list so it no longer appears in your project mapping, go to the Companies filter, click Browse all, then choose Current Company > Custom Lists. Click the three vertical dots next to the list you want to remove and select Delete. If you don't see the delete option or need additional help, contact Findem Support for assistance.

If you see a 'No companies found' message when trying to view companies beyond the first 300 in your list, try these troubleshooting steps:

1. Refresh the page, as this may resolve temporary pagination issues.
2. Check if you're navigating through pages correctly.
3. Log out and log back in to reset your session.
4. If the problem persists, contact Findem Support with details about your list, including the total number of companies and the specific pages you're unable to view.

Combine Lists

If you have an existing project with manually added companies that are not part of a company list, you won't need to retype or import all those companies. Instead, you can choose to add those comapnies to a company list.

1. From the Companies attribute, hover over the field to bring up the three dots. Then click Add to Company List.
   
2. This will bring up a modal where you can add these companies to an existing list or create a new list based on these companies.