Create Target Company Lists

The  Strategy tab in a project offers you a way to build a list of Target Companies that your team and clients can collaborate on to define your search parameters. Here, we will show you how to create and manage Target Company lists.

First, click on the Projects Main Menu option. Find the Project you want to work on and click on the title:

Navigate to the Strategy tab of your project, and click on the "+Add Target List link.

A new pop up will appear blank, showing the Title of your  Target Companies, followed by drop downs to fulfill your feature. Clockwork will save any category lists you create, so any list you build in a project will be reusable on a future search. Select Save and Add Tag to begin creating a new list:

Once you have entered the companies and tags list's name, the category will be saved. However, for it to appear in your list of target companies, you must add at least one company. 

You can add a company to the list from the Companies field simply by typing the name of the company you would like to add. Once you begin typing, you will see a drop-down box appear that includes a list of matching Companies then click apply.

If the company does not currently exist in your Companies database, you can import a CSV of the companies into the Target List. Click "How import works" in order to receive instructions on what to expect after importing your company records.

Pro Tip: Click Download a sample CSV file hyperlink to download our Template csv with the proper Headers. Copy your companies and paste them in the template and upload the file for the most efficient import results.

After adding your file to the Target List, there will be a notification displaying that your Headers were processed. We encourage hovering your mouse over that notice to check for any Header mapping suggestions.

Once you have worked through the setup screens, be sure to click " Save". You now have a group of companies to target for potential candidates!

After creating your Target List, the company titles, and numbers under Current and Past become hyperlinked, so you can view the people under those areas.

Mark Coverage after reaching out to the candidates under the companies in your Target List.

Comments in the Target List 
Users and Clients can leave comments on each company. User can edit/delete their own comment.

Comments made by a user will display a visibility toggle for clients. Visible comments will be marked with a green left border.

Removing the company from the target list destroys all comments. These are also never carried over to any other list.


Previous Article:  Strategy Tab Explained

Next Article:  Search by Target Companies


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