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GuidesManaging Lists

Managing Lists

Lists let you organize companies into collections that you can share with your team, export, or use as inputs for ICPs and automations.

When to use this

  • You want qualified prospects to land somewhere automatically. Create a “Working Pipeline” list with a Successful list action set to “move to CRM Export” — reps qualify in Discover and the hand-off happens without anyone remembering to move cards.
  • You need a curated customer list to seed an ICP. Build a “Top 20 Customers” list of your best-fit closed-wons and point the ICP builder at it. The quality of the ICP is bounded by the quality of the list, so curate deliberately.
  • A single rep owns a book of accounts. Use Claimed by owner so only the assigned AE sees their named accounts in that list — prevents double-coverage and keeps the rep’s view focused.
  • You want to share a target list with the whole team. Set sharing to Everyone on a “Q2 Named Accounts” list so every SDR sees the same priority list instead of working from separate spreadsheets.

Before you begin

  • You need a Goava account with access to the Lists feature.

Creating a list

  1. Click Lists in the left sidebar, or click Create > New list on the Dashboard.
  2. In the Create list modal, enter a List name.
  3. Choose a sharing option:
    • Private — Only you can see this list
    • Team — Your team can access it
    • Coworker — A specific coworker can access it
    • Everyone — All users in your organization can access it
  4. Optionally expand Advanced Options to configure:
    • Successful list action — What happens when a company on this list is qualified (e.g., move to another list)
    • Unsuccessful list action — What happens when a company is ignored
    • Claimed by owner — Toggle to restrict list items to the assigned owner
    • Sort order — Choose between Alphabetic, Revenue, Employees, or Goava Score
  5. Click Save.

Adding companies to a list

  • From any company view, click the Actions menu and select Add to list.
  • From a segment or customer list, select companies using the checkboxes, then use the bulk Actions dropdown and choose Add to list or Move to list.

Removing companies from a list

  • Select companies and choose Remove from list from the Actions dropdown.

Tip: Lists can be used as source data for building Ideal Customer Profiles. The better curated your lists, the more accurate your ICPs will be.

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Building an Ideal Customer ProfileUsing the Company Dashboard