v.1.631 ยท
Lists fill themselves with an auto-assign rule
A company list can now have a rule that picks which companies join it, today and whenever new ones arrive, and lists with the same rule take turns.
Sales
What this solves
- A list could only take every company whose best fit was its ICP. Teams where each salesperson works the same ICP in a different country could not split companies by location.
- When two salespeople worked the same region, one list took everything.
- A company's page opened with a band of numbers, and the basics (what the company does, where it is, how big it is) were hard to find.
- An empty People view said little about why nobody was there.
What changed
- Auto-assign on Companies sets a rule for a list: an ICP plus optional locations, industries and company sizes. The rule shows how many companies match now.
- Any ICP takes every company in the locations, industries or sizes you pick, whatever ICP it was scored against.
- Matching companies nobody works yet join the list now, and new matching companies join on their own.
- When several lists' rules match the same company, the lists take turns.
- Customers, Don't contact, companies someone already works and companies taken out of a list by hand never join. Removing a rule keeps the companies it added.
- Lists that had "Adds companies on its own" switched on keep working as a rule.
- A company's page now opens with About, its industries and key facts (headquarters, employees, founded, LinkedIn followers, revenue), then its people.
- Empty People views explain what each step means and offer to show the step that has people.
Where to find it
- Sales, Companies: Auto-assign, or Edit rule on a list.
- Sales, Companies: open a company.
- Sales, People: any step with nobody in it.
Useful for
- Sales leads splitting one ICP across salespeople by country or region.
- Teams where several salespeople share a region and want companies shared fairly.
About Checkgrow
Checkgrow brings your campaigns, competitors, content, creatives and sales into one workspace, with AI that works from your own company knowledge. In Sales, lists now fill themselves with the companies that match their rule.