Uploading Previous Company Lists

Track decision-makers leaving your existing clients and joining new companies by uploading lists of clients, running searches against them, and creating alerts.

1. Download the Previous Company List template from the Lists tab.
2. Input your list of company names into the CSV file.
3. Upload the list into the platform. Once it has been imported, you will receive a notification via email.
4. Run a people search and include your previous company list to find decision-makers who have left your current clients and moved into new roles.