Workspace is where you track companies, people, and investors. Add custom data across records and lists for what matters to your team, then build lists and views your whole team can work from.
What you can track
Companies
Surface growth signals at a glance, headcount trends, funding history, social following, and more, so you can spot momentum (or the lack of it):
People
Track career moves. Use people lists to monitor prospects, follow a portfolio, or keep tabs on your own network. Sync your LinkedIn network directly with our Chrome Extension, or subscribe to a list for weekly updates when someone on it changes jobs.
Investors
Track who you're talking to, co-investors on a deal, or funds active in your space. Keep stage, notes, and ownership on record so your team's always working off the same view:
Create a List
In the left sidebar, navigate to Workspace.
Select Lists, then "Create" on the top right of the screen.
Then name your list, select Company/Person/Investor Record Type, and set list visibility to private or shared.
Choose how you'd like to add records.
Click Import CSV to import multiple companies or profiles at once.
Click Add companies to add companies or profiles individually.
Adding Companies to Lists
Add records to your lists in several ways:
From search results: Select entities and click "Add to list"
Chrome extension: Add directly from your browser
Use Scout to automate adding records to list
Import: For importing multiple entities at once, see our Import & Export Data guide
From a search
After performing a search, select the desired entities from the results. Click on "Add to list" and choose the list you want to import them into.
From our Chrome extension
Use the Chrome Extension to easily add entities to your list directly from your browser.
Sharing lists
Share a list with your team OR export your list with all the data points available in the table. Sharing a list also makes it accessible via the Harmonic API.
