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Manually create lists of organizations

Add organizations to lists for further analysis, comparison, and prospecting

In this help article...

You can easily create lists of individual organizations in Cause IQ. Creating lists of organizations allows you to:

  • Benchmark peer organizations
  • Stay up to date with customers
  • Find similar organizations
  • Further analyze prospects you're actively working
  • Identify white-space opportunities (by excluding the list from a search query)

You can choose to add an organization to a list that meets search parameters; or add a specific organization to a list by searching for them. To search for a specific organization you want to include in your list, use the search bar at the top right of the screen, the Name filter, or the EIN filter (both found in the "Name, type, and location" section of the "All" filters tab). You can add an organization to a list from the "List" view in the Cause IQ search interface or an organization's profile

Adding organizations to a list from the search interface

Once you find the organization you want to add to a list in "List" view of search interface, click the "Add to list" drop-down to the right of the organization's name and EIN number. You can add the organization to an existing list or a new list by selecting "Create new list." When an organization is added to a list(s), a check mark appears in the box of the list(s) they are included in. To remove an organization from a list, click on the list name and the check mark is removed. Here's a screenshot showing how to add an organization to a list from the "List" view in Cause IQ's search interface:

Add organizations to a list from the search interface

Adding organizations to a list from their profile

You can add an organization to a list(s) right from their Cause IQ profile. Access an organization's profile by clicking on their name in the "List" view of the search interface. Once you are in the organization's profile you want to add to a list, select "Add to list" under the "Tools and options" section on the right of the screen. As mentioned above, you can add the organization to an existing list or a new list. Here's a screenshot showing how to add an organization to a list from their Cause IQ profile:

Adding organizations to a list from their profile

Accessing your lists

You can access the lists you've created from the Cause IQ Dashboard. From the "Lists" section, select "Manual," and you see all the lists you've created. Selecting a list brings you to the list's profile. The list's profile provides characteristics of the list and presents additional options. You're able to "Open" the list in the search interface, "Export" organization and personnel details, "Benchmark" the organizations with Cause IQ's "Benchmarking" tool and find organizations with similar group "Characteristics" using Cause IQ's "Common Characteristics" feature. Here's a look at a list's profile:

Find your manually created lists in Cause IQ's Dashboard