- 1. Check for Overlaps
- 2. 'Lists and Other Sources' Filter
- 3. Share you list with a colleague
Whether it's to help avoid duplicating work and contacting the same company, if you've created multiple lists or if you are building a new list and want to make sure you're not duplicating any companies, there are three things you can do to avoid duplication:
- Check for Overlaps
- 'Lists and Other Sources' Filter
- Share you list with a colleague
Click through the next few pages to learn more
1. Check for Overlaps
When in one of the lists, make sure you don't have any companies selected, and click the button on the top right of the list.
You can then start typing the name of the list you'd like to check it against, or click the drop down arrow and select a list from there.
You'll see straight away if there are any overlaps, and how many, and can choose to select them in the list you're currently in.
You can then delete or move them as necessary.
2. 'Lists and Other Sources' Filter
When building out a new list, you can use the 'Lists and Other Sources' filter to exclude companies that are NOT in Any of or All of your other lists.
3. Share your List with a Colleague
Whether it's to help avoid duplicating work and contacting the same company, or to have oversight of a rep's prospects, it's easy to share a list with another DueDil user on your subscription.
Just click the green Share button in the top right hand corner of the List page, and then choose who you'd like to share the list with, and whether you want them to be able to edit the list or just view it.
Any changes made to a list by anyone who can access it will reflect automatically in everyone else's version of the list.