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General

How to Create a Company Exclusion List With In-App Search

Search

2

min read

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In this help article, we will show you how to exclude specific companies in your search results.

Getting Started

In this article, we will briefly discuss the best method of removing results related to companies you are looking to exclude!

In this Article:

Single Company Exclusion
Bulk Company Exclusion

Single Company Exclusion

Single Company exclusion is a streamlined process! Keep in mind that this process can be utilized in both Contacts and Companies search!

1. When accessing the in-app search filter of "Companies or Websites", simple add a "-" at the beginning of your Company entry.

Example: "-Seamless.AI"

When this criteria is entered properly the word will appear underneath the search filter in Red to confirm that this is set to EXCLUDE the company from your results!

The "Company" filter in the in-app search section.

Bulk Company Exclusion

Bulk Company Exclusion is slightly more complex but involves the same process as stated above where a "-" needs to be added to the beginning of the company entry.

1. Click the icon outlined in the screenshot below in order to upload your bulk company list!

The bulk company icon.

2. After clicking this icon, a window will appear where each entry needs to be separated by a line. This format supports copy and paste directly from an Excel Column! Just be sure to add a "-" if you are looking to exclude the company rather than Include the company in your criteria!

The Upload Bulk Company List pop-up window.

3. Upon completion of entering this criteria, Click the "Upload Companies" button in the bottom left corner of the pop up window. When the Company list has been accepted you will see a Bulk upload icon underneath the Companies Filter indicating that the criteria entered was successful!

The bulk upload icon is highlighted indicated that he company list was accepted.

Pro Tip: Utilize a mix of Positive and Negative criteria to exclude companies while ensuring that other companies are included in your results!

Congratulations! You now know how to upload Single Company Exclusions as well as Bulk Company Exclusions!

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