Custom Lists

Connect The Dots allows you to create custom lists. Here are the list types we support.

Company Lists with High-Value Targets (All Editions)

This is a list of companies, with contacts and potential contacts nested below. Here are some examples of custom lists;

  • Q1 Target Accounts – Generate Meetings
  • Q4 Deals – Opportunities to Multi-Thread Deals
  • Executive Bridges – Global 2k Customers 
  • Employee Referrals – Open Roles @ Target Companies
  • Targeted Investors – My Executive Connections

Static People Lists (All Editions)

This is a simple list of people. You can add people one-by-one, or you can look at an existing list and multi-select items and add-to-list. Once you've got your static list you'll be able to sort it, add notes, and make asks. Here are some examples of where a list like this might be valuable.

  • CEOs I'm Friends With – Generate Goodwill, Spark Conversations
  • Senior IT Executives I Known And Would Recommend – Generate Meetings, or Spark Conversations
  • Engineers I've Worked With And Would Recommend – Source Great Candidates
  • My Advocates and Champions – Generate Career Opportunities
  • Investors I'd Recommend – Generate Goodwill, Spark Conversations

Static Company Lists (Coming Soon)

This is a simple list of companies. You can add companies one-by-one, or you can look at an existing list and multi-select items and add-to-list. Once you've got your static list you'll be able to sort it, add notes, and make asks. Here are some examples of where a list like this might be valuable.

  • Top 200 Venture Firms – Generate meetings or intros
  • Top 200 Fastest Growing Companies – Source Great Candidates
  • Top 200 Best Paces To Work – Source Great Candidates
  • Q1 Target Accounts  – Source Great Candidates

Dynamic People Lists (Coming Soon)

This is a flat list of people, which you can sort by relationship strength, seniority, or company name. Here are some examples of where a list like this might be valuable.

  • CEOs I Know In Boston – Generate Meetings, or Spark Conversations
  • Senior IT Executives I Know – Generate Meetings, or Spark Conversations
  • Engineers I've Worked With – Source Great Candidates
  • Engineers I Know Through A Friend – Source Great Candidates
  • Investors I Know – Source Funding
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