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If you're tracking your customers or prospects in Microsoft Dynamics, HubSpot, Zoho, or any other CRM, generate a report of organizations that you want to exclude from your Cause IQ search results. Cause IQ matches your records to corresponding organizations by name, EIN (if available), city, state, zip code, and/or website URL, so make sure to include these columns in the report if they're available. It's not necessary to add all these as columns in your report, but the more you can include the easier it is for the system to complete the matching process. Please note that your report must be saved as a CSV file.

For customers using the CSV upload tool, upload the organization records within your CRM report and match them to the corresponding organizations in Cause IQ. Once the matching process is complete, the uploaded records are stored as a list in Cause IQ.

For customers manually adding specific organizations to a list, search for the appropriate organizations in the search interface. Once you find the organization you want to add to your list, select "Add to list" on the right and either create a new list or add the organization to an existing one.

From the search interface, create a new search by adding appropriate filters from the search filter sidebar to narrow down on a desired segment of organizations.

You can access the My saved lists filter front and center on your search filter sidebar. Click on the filter and type in the name of the list that contains the organizations you want to exclude from your search. Once you select the appropriate list, select the "Include or exclude" drop-down, choose "Exclude matches," and click "Add filter."

For Salesforce integration users, Cause IQ keeps track of all your Salesforce Accounts (or Leads) that you've created in Cause IQ and the objects that you've brought in and matched in one list. If your integration is configured with Accounts, the name of the list that you want to exclude is "Salesforce Accounts." If your integration is configured with Leads, the name of the list is "Salesforce Leads."

Since you're excluding the organizations you already know about, Cause IQ shows your whitespace opportunities.

Cause IQ's search filter sidebar has 400+ fields available for filtering. Add both quantitative and qualitative filters to narrow down on the organizations that meet your target criteria.

Click the "Save" button at the top-right of your search interface screen to access the "Save organization search" page. Then, enter a name in the "Name" text box that you want associated with your search segment. We advise that you name your searches something that allows you to quickly know what types of organizations the search contains e.g., "DC large associations, > $5M in revenue." That way you can stay organized with all the segments that you save in Cause IQ.

Select the "Monitor this search" checkbox so you're notified when new organizations match your search criteria or when previously-matching organizations are no longer present. Then, click "Save" to save your search to your Dashboard. It's important to note that your search must have fewer than 2,500 results for Cause IQ to monitor it.

Please note, you can still save a search and choose not to monitor it. The search is saved to your Dashboard, but you won't receive notifications on any updates to the search query.

Once a week Cause IQ takes a look at the searches you chose to save and monitor for updates. You can view any updates to your saved and monitor searches right from your Dashboard. To do so, click on "Searches" on the left, choose the name of the search you want to get updates on, and scroll down to the "Updates to search results" section on the right. From there, click "More info" to see your new opportunities that now meet the search criteria and the organizations that are no longer present in the search.

Also, Cause IQ sends you a weekly email that provides any updates to all of your saved and monitored searches.