Building Lists
Lists let you build and sort catalogues of projects, companies or contacts
What is a List in tiny+?
A list is a named group of companies, contacts or projects: your key prospects, the guests for an event, the projects for an awards submission. Each list holds one kind of record, and a record can be on as many lists as you like.
The Lists page
Lists is in the main menu, below Emails. It has three tabs:
Your lists: the lists you made, and the ones you follow.
All lists: every list you can see.
Imported lists: the lists your imports made. An import can put the records it adds on a list of its own.
Each row shows what a list holds, how many members it has, whether it's a target list, who can see it and when it was last added to. Type in Find a list to find one by name, or narrow the table to lists of companies, contacts or projects.
Setting up a List in tiny+
On the Lists page, click new list. Give the list a name, and a description if you like. Then choose:
List of: companies, projects or contacts. This can't be changed later.
List type: a list, or a target list.
Visibility: shared or personal.
To rename a list, or change its type or visibility, open the … menu beside its name and choose Edit. The same menu has Copy this list and Delete list.
Standard Lists vs Target Lists
A Target List is for the records you're actively pursuing, such as key prospects or target clients. It comes with reports of its own, and a target list of companies works with relationship plans.
Target lists are meant to stay short. A list of more than 100 records can't be turned into one.
List visibility
A shared list is there for everyone in your account. Anyone can add to it and remove from it, so you can build a list together.
A personal list is yours. Nobody else can open it, find it in search, see it on the Lists page or on a record's page, or run its reports and exports.
The list's page
Open a list to see its members as a table. The columns suit what the list holds:
Companies
The key contact, who the company is assigned to and the last contact with it.
Contacts
The contact's company, email and phone, and who they're assigned to.
Projects
The client, the fee, the close date and who the project is assigned to.
A line above the table sums the list up: how many members are in each status, how many contacts have an email address, or the fees in the pipeline and confirmed.
Find in this list searches names and comments, across the whole list.
Sort by name, by what was added most recently, or by what was last updated.
A long list shows 200 rows at a time. Click Show more for the next ones.
Follow keeps the list under Your lists.
Comments
Each member has a Comment that belongs to this list: why it's there, who is chasing it, where things stand. Click it to write one. It can run to several lines, and is saved when you click away.
Adding items to Lists
You can add to a list in three ways. On a shared list, so can everyone else in your account.
Method 1 - from the List's page
Click add companies (or contacts, or projects), and type part of a name. Click + Add beside each record you want, then Done.
Method 2 - from any multi-record tabular view
Select the record(s) you wish to add to the List, then in the blue bar at the bottom of your screen, find the '+ to List' option.
Method 3 - from a project, company or contact's page
On any record's page, look for the Lists section. It shows the lists the record is on. Choose one more from Add to a list… and click Add.
Taking items off a List
On the list's page, open the … menu at the end of a row and choose Remove from list. Or tick several rows and click Remove from list in the bar that appears. For a few seconds you can click Undo, which also brings back the comment.
On a record's page, click the ✕ beside a list in its Lists section.
Taking a record off a list never deletes the record. To delete records, use the Companies, Contacts or Projects pages.
Working with several at once
Tick rows on the list's page to work with them together. Select all covers the whole list, not only the rows on screen.
You can then:
Remove from list;
Add to another list;
Assign to a team member, which changes who each record is assigned to;
Start relationship plans, on a target list of companies.
Target Lists: reports and relationship plans
The Reports menu on a list's page has:
Related projects, for a list of companies or contacts: every project linked to one of its members, by status, with each member's projects under it, and Excel and PDF;
the Recent activity report, for a target list of companies: each company's recent posts, open tasks, projects and contacts.
A target list of projects can be chosen in the Projects Activity Report, under Projects -> Reports.
On a Target List of companies, on the Pro plan, click Start relationship plans to put every company on a plan at once. You choose the template, who owns each plan and who it's with, and how to spread the first follow-ups. The list then shows each company's plan and how many of its companies are on one, and can be sorted by next follow-up. See Relationship Plans.
Any list of projects can be seen on a map: choose View on a map from its Reports menu. It opens the Projects map filtered to that list, so the map's own filters, place search and project list all apply.
Contact Lists for Marketing purposes
Once you have built a List of Contacts, you can use this list to connect with marketing platforms like Mailchimp and Campaign Monitor. These integrations can be found in the Account Settings -> Integrations page.
Exporting your Lists to Excel
If you have the Allow Exports role, the Export menu on a list's page has Export to .xlsx.
On a list of companies or projects, it also has Export their contacts to .xlsx, which exports the contacts related to the list's members.
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