If you have many company lists, you may want to organize them into groups. Doing this may help you keep track of the companies that you work with.

When you start working with Adenzo, all company lists are associated with the Default group, but you can make groups as needed and include various company lists in each group.

A company list cannot be in more than one group.

To create a company list group:

  1. In the left navigation bar, click Company Lists.
  2. At the top of the Company Lists page, click the Company List Groups button.
  3. At the top of the Company Lists Groups page, click the + New Lists Group button.
  4. In the Lists Group dialog, type a name in the Group Name box.
  5. If you wish, type a short description in the Description box.
  6. Click Save.

If you have an existing company list group, you can duplicate it to create a new group. The new group has the same name as the original except with “(duplicated)” added. Its details are the same, and it includes the same companies.

To duplicate an existing company list group:

  1. In the left navigation bar, click Company Lists.
  2. At the top of the Company Lists page, click the Company List Groups button.
  3. Scroll to the group to duplicate.
  4. In the row for that company group, on the right, click the Duplicate button, Duplicate button.

Duplicated Company List Group

Once you’ve created company list groups, you can re-arrange them by dragging rows on the Company List Groups page. You can also sort the lists by specifying a sort order, such as Name or Date Created, in the Sort by list.
Sort by list

Adding and Viewing Company Lists in a Group

To add a company list to a group:

  1. In the left navigation bar, click Company Lists.
  2. At the top of the Company Lists page, click the Company List Groups button.
  3. If necessary, scroll until you see the group you want.
  4. In the row for that company group, on the right, click the Add List to Group button, Add button.
  5. In the List dialog, specify the List Name, Description, and, if you wish, a call script to use when contacting employees. (See Working with Company Lists for details.)
    Because you’re adding the list to a specific group, Adenzo indicates that group in the List dialog.
  6. Click Save.
You can also add a list from the Company Lists page, but then you have to specify the group in the List dialog.

To view the company lists in a group:

  1. In the left navigation bar, click Company Lists.
  2. At the top of the Company Lists page, click the Company List Groups button.
  3. If necessary, scroll until you see the group you want to view.
  4. On the right side of the row for the group, click the View Lists in Group button, View Lists in Group button.

Removing Company Lists or Company List Groups

After adding a company list to a group you may decide to remove that list from that group.

You cannot delete a list that has companies in it. To do so, delete the companies first.

To remove a company list from a group:

  1. In the left navigation bar, click Company Lists.
  2. At the top of the Company Lists page, click the Company List Groups button.
  3. If necessary, scroll until you see the group you want to view.
  4. On the right side of the row for the group, click the View Lists in Group button, View Lists in Group button.
  5. If necessary, scroll until you see the company list you want to adjust.
  6. On the right side of the row for the company list, click the Delete button, Delete button.
  7. In the confirmation message, click OK.

You may decide to delete an entire company group.

You cannot delete a group that has company lists in it. To do so, delete the company lists first.

To delete a company list group:

  1. In the left navigation bar, click Company Lists.
  2. At the top of the Contact Lists page, click the Company List Groups button.
  3. If necessary, scroll until you see the group you want to delete.
  4. On the right side of the row for the group, click the Delete button, Delete button.
  5. In the confirmation message, click OK.