Keep a list and save a search for different reasons.
A list holds the accounts you choose. A saved search holds the criteria you want to run again.
Build a list
Select Add to list from a company or search results. Choose a list or create one. A company appears once in the list and can carry more than one saved research reason.
Record your judgement
Keep a note about the connection and what you want to investigate next. Your assessment is distinct from the research evidence.
Save repeatable criteria
Set the filters you want, then choose Save search. Opening it later runs those criteria against the available research; the result set may change.
Share deliberately
Copying a private list link does not grant access. Check the list’s access setting before sharing with a teammate.
Review changed research
When a saved connection is corrected or changes status, inspect the latest evidence before using it in a new export or account conversation.