v.1.631 ยท
New lists in three steps, lists without a salesperson yet, and a simpler industry picker
Making a list is now three short steps, a list can wait for its salesperson, and every workspace finds companies through Lists.
Sales
What this solves
- Companies still showed the older Track and Search pages to workspaces that had no list yet.
- A new workspace without salespeople could not make its first list.
- The New list panel showed every setting at once, and Create list was greyed out without saying why.
- The industry picker was a long list that never closed.
- Grow suggested only one or two job titles per priority.
What changed
- Companies opens on Lists for every workspace. A workspace with no list yet sees a first step: make a list, or add a salesperson.
- New list has three steps: The list, Companies and People. Step 1 shows the name, who works it, the language and a short summary of what the list targets. You can create the list from any step.
- Next stays off until the list has a name and you have said who works it. The reason is shown, and clicking it takes you to the field.
- Who works it can be Unassigned. Companies you add to an Unassigned list wait there for free, and the first salesperson you choose takes them over.
- An admin with no salesperson profile can choose Me and work the list.
- Industries is now a single field like Countries: search, or browse the 20 sectors and open one to see the industries under it. Your picks show as chips.
- Grow now fills three to five job titles for each priority.
Where to find it
- Lists, then New list in the left column.
- Lists, then a list: Who works it, and Choose who works it on an Unassigned list.
- In the New list panel, step 2 for Industries and step 3 for job titles.
Useful for
- Admins setting up lists before the team is in place.
- New workspaces making their first list.
- Anyone narrowing a list by industry.
About Checkgrow
Checkgrow brings your campaigns, competitors, content, creatives and sales into one workspace, with AI that works from your own company knowledge. Sales works in lists and campaigns, and now a list can be made before you know who will work it.