17Static and Dynamic Lists

Overview

You can use static lists to add or delete selected companies. You can use a dynamic list to set criteria for companies to be automatically added into the dynamic list. A dynamic list is a saved search created by the user. You can create static and dynamic lists to keep track of companies. It’s simple to create a list. Sign in to Oracle DataFox and click Lists.

Here’s what you can do with lists:

  • You can set up alerts and bookmark your list to keep it handy. For more information on setting up alerts, see Signal Alerts.

  • Create flexible account scoring criteria from the static list you import or a dynamic list you build. For more information, see How You Use Account Scoring.

Create a Static List

You can manually add companies to your static list. These lists don’t update automatically. Here's how you can add companies on the Company Search, Company Overview, and Public Curated Lists pages. See How You Prospect Using Pre-Built Company Lists for information on how to add companies on the Public Curated Lists page.

  1. Select the companies you want to add to your list.

  2. Click Add to List.

  3. Click Create List to add the companies to a new list. You can also add the companies to an existing list by selecting your preferred list name.

Create a Dynamic List

You can set criteria to add companies to your dynamic list. When a company matches your criteria, the company is automatically added to your list.

  1. On the company search page, add filters to get a list of prospect companies. To know more about using filters, see How You Prospect by Territory or Sourcing Criteria using Filters.

  2. Click Create Dynamic List button.

  3. Enter a name and click Create Dynamic List.

Share Lists to Collaborate with Your Team

  1. Navigate to the My Lists tab on the Lists page.

  2. Click the list you want to share.

  3. Click the More Options icon and select Manage Sharing.

  4. Click Share With My Team.

  5. To share lists with specific people, enter their email addresses and click Send Invitations.

Search LinkedIn Contacts From An Oracle DataFox List

You can use the LinkedIn integration to find contacts across all the companies in a list. For example, you can search for people with the title CFO in your LinkedIn connections across the companies in the list.

Filter Companies and Create a List

  1. Click the Companies tab.

  2. Click Add a Filter.

  3. Apply the relevant filters until you have a list of target companies that match your criteria.

  4. Click Apply.

  5. Create a static or dynamic list. For details, see the Overview topic.

Find Contacts

  1. Click the Lists tab and open your list.

  2. Click the More Options icon and select Find Contacts.

  3. In the Find Contacts on LinkedIn dialog box, enter a title to search for connections with that title. Alternatively, use the options under Seniority, if you’re a LinkedIn Premium member.

  4. Click Search My Connections, Search Sales Navigator, or Search Recruiter, depending on your LinkedIn account type.

    You’re redirected to the LinkedIn sign in page.

  5. Sign in to LinkedIn to view contacts based on your search criteria.

You can now connect with your filtered LinkedIn contacts.