Track decision-makers leaving your existing clients and joining new companies by uploading lists of clients, running searches against them and creating alerts.
How to upload a Previous Company List
- Download the Previous Company List template from the Lists tab.
- Input your list of company names into the CSV file.
- Upload the list into the platform.
- Once imported, you'll receive an email notification.
- Run a people search and include your Previous Company List to find decision-makers who have left your current clients and moved into new roles.
💡 Tip
When creating your Previous Company List, upload only company names and remove suffixes such as Ltd, Limited, PLC and LLP where possible.
⚠️ Important
In your upload file, SearchTerm must be entered in cell A1.
