How do I tag or segment my database of subcontractor companies?

A Company List is perfect for segmenting your database by sectors or areas subcontractors work in. You can then use these segments to filter in or out subcontractors at the enquiries stage.

To create a Company List, head to your Address Book and select Lists. Once you’ve named your list, you’ve just got to select who you want to be in it. Find the trade from the trade menu and start ticking off who you want in the list.

It’s worth noting that for Contact Lists, you have to tick off the individual contacts while with Company Lists you can only tick off entire companies.

Examples of how we’ve seen Company Lists used in the past:

• Sectors they work in: such as residential or commercial

• By area: such as North London or Greater Manchester

• Size of projects: S/M/L or <$5m / $20m - $50m / $50m