Lists allow you to organise contacts, collaborate with your team, and prepare records for CRM exports or CSV downloads.
You can create lists directly from Search or the Cognism Chrome Extension, or create an empty list to populate later.
Before You Begin
Ensure that:
- You are logged in to the Cognism Legacy Platform.
- You have access to Search or the Cognism Chrome Extension.
Create a List from Search
To save contacts to a new or existing list:
- Search for contacts using the Search page or Cognism Chrome Extension.
- Select one or more contacts.
- Click Save to List.
- Enter a new list name or select an existing list.
- Configure the available save options.
- Click Save.
The contacts are added to the selected list.
Create an Empty List
You can also create an empty list before adding contacts.
- Open the Lists tab.
- Click Create List.
- Enter a name for the list.
- Save your changes.
The list can now be selected when saving contacts from Search.
Saving Options
Limit Contacts Per Company
When saving contacts, you can limit how many contacts from the same company are added to a list.
For example:
You select 25 contacts and 10 work for the same company.
If you set the company limit to 5, only five contacts from that company will be saved, together with the remaining contacts from other companies.
Allow Duplicates
The Allow Duplicates option controls whether contacts that already exist in another list within your organisation can also be added to this list.
When enabled:
- Contacts can be saved even if they already exist in another list.
When disabled:
- Contacts already saved elsewhere within your organisation are skipped.
Note: Your organisation may configure the default behaviour for this option in Compliance Settings.
Understanding Credit Consumption
The number of contacts saved in a single action determines which credit type is used.
Saving 25 Contacts or Fewer
Saving 25 contacts or fewer in a single save action uses View Credits.
These contacts are automatically revealed and are immediately available for:
- CRM export
- CSV download
- Viewing contact information
Saving More Than 25 Contacts
Saving more than 25 contacts in a single save action is treated as a bulk action.
These contacts:
- Consume Bulk Credits.
- Are added to the list as unredeemed.
Must be redeemed before they can be exported or downloaded.
Best Practice: To avoid accidentally consuming Bulk Credits, save contacts in batches of 25 or fewer whenever possible.
Manage Lists
Open the Lists tab to manage your saved lists.
From here you can:
- Search for a list by name.
- Filter by list owner.
- Filter by creation date.
- View archived lists.
- Rename existing lists.
- Archive lists that are no longer required.
Archive a List
Archived lists are removed from the active Lists page but remain available for review.
Archived lists can be:
- Restored.
- Permanently deleted.
Troubleshooting
Why wasn't a contact added to my list?
Check whether:
- Allow Duplicates was disabled.
- The contact already exists in another list within your organisation.
- The company limit prevented additional contacts from the same organisation being saved.
Why do my contacts require Bulk Credits?
If more than 25 contacts were saved in a single action, they are treated as a bulk save.
Open the List History to review how many contacts were added in each save action.
Can I continue adding contacts to an existing list?
Yes.
You can save additional contacts to an existing list at any time, including lists that have already been redeemed.
Any newly added contacts follow the normal redemption process based on the number of contacts saved.