A Saved List is one of the most powerful tools in Salesgenie. It allows you to save “snapshots” of your searches so you can revisit or refine them later without starting over.

You may want to test variations when applying multiple filter criteria, such as geography, industry, revenue, or demographics. Saving a list creates a “trail of breadcrumbs” as you narrow your search, making it easy to retrace your steps or compare different list versions.

Key Benefits of Saved Lists

• Save unlimited searches across any database (Business or Consumer)
• Test different filter combinations without losing your progress
• Avoid starting from scratch when refining criteria
• Keep lists organized by naming them after their defining characteristics (e.g., “Dallas TX Businesses” or “Households $100K+ Income”)

Pro Tip: Salesgenie’s filters are progressive—each new filter narrows the list further. Saving lists along the way ensures you always have a record of your previous versions.

Please Note: Unless you have uploaded customer data or purchased Salesgenie records, your saved lists are “windows” into the Salesgenie databases. Your list view will also update as records are updated in the system. Think of a Saved List as a live snapshot defined by your chosen criteria.