> For the complete documentation index, see [llms.txt](https://docs.corpdev.ai/corpdev.ai-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.corpdev.ai/corpdev.ai-docs/work-with-company-and-people-lists.md).

# Work with company and people lists

Lists turn search results and imported data into a working set. **Companies** holds company lists and access to the company database; **People** holds contact lists.

## Create and populate a list

1. Open **Companies** or **People** in the current workspace.
2. Select **New List** and give it a clear name. Add a description that explains why its rows belong together.
3. Add a company or person manually, import a spreadsheet, or select results in [Sourcing](https://docs.corpdev.ai/corpdev.ai-docs/build-a-target-universe) and save them to the list.
4. For an import, review the column mapping, target list and duplicate handling before confirming. Start with a small sample when the source format is unfamiliar.

An “All Companies” or “All People” view is broader than one named list. Check the view before exporting or running a bulk action.

## Add research columns

Open **Configure Columns**. Depending on the list and enabled features, you can expose existing data, add an AI research question, define qualification criteria or generate a document per row.

For an AI question, state the fact you need and the evidence standard. For example: “Does this company manufacture its own products? Cite evidence and return 'unclear' if the source does not establish this.” Use the offered field chips to reference row values.

A **Document** column can fill a template with row data or, where enabled, use AI to write a document. Verify template-field mappings before a batch. Generated documents should be reviewed like any other deliverable.

## Run a batch carefully

Select the intended rows and inspect the action's scope and credit preview. **Complete Columns** fills missing work where offered. Qualification, contact enrichment, email reveal and AI document generation can consume credits.

Follow progress in the list or document queue. A partial result may mean work is still queued, a row failed, or the available credits limited processing. Inspect the status before rerunning an entire batch.

## Filter, export and promote

Use column filters and sorting to inspect your list. Select the relevant companies and choose **Add to Pipeline** to start tracking them as opportunities. **Remove from List** changes membership of that list; read confirmation wording carefully before any action that deletes underlying records.

Use the visible Excel or CSV export control and inspect the downloaded rows. Confirm whether the export includes the selected rows, filtered results or the full list before sharing it externally.

People rows can expose notes, contact details and relationship activity. Keep employer and email information current and check [Activity](https://docs.corpdev.ai/corpdev.ai-docs/record-conversations-and-decisions) before importing communications into the workspace.