Lists and assignments

import ProductShot from “../../../components/ProductShot.astro”; import selectionEnrich from “../../../assets/product/pilot/selection-enrich.png”;

Saved lists, assignments, and related selection actions turn a filtered set of stores into owned work for your team. Everything starts from Stores with rows selected.

Selection bar actions

Select one or more stores. The green bar may offer (depending on role and features):

Action	Purpose
Add to saved list	Create a named reusable shortlist (or add into your list flow)
Assign	Set an owner / assignee for follow-up
Update status	Record commercial or workflow status for the selection
Plan visit	Send selected stores into Visits itineraries (when Visits is enabled)
Create QR campaign	Start a store-linked QR campaign (when QR Campaigns is enabled)
Export selected	Download the selection — see Export safely
Push to HubSpot	Push store context (max batch size on-screen; when HubSpot is connected)
Enrich / refresh	Evidence refresh — see Enrich and refresh

Viewers often see fewer actions. Trust disabled buttons over this summary.

Saved lists

Use lists when you need a reusable selection:

Campaign shortlists
Partner-ready subsets
Visit or export batches

Typical steps:

Filter (and optional Search set) in Stores.
Select the rows you want (or select all matching when intentional).
Choose Add to saved list and name the list after the campaign or week.
Later, filter More filters → Saved list (or equivalent) to work only that set.
Export from the selection or list path your process allows.

Assignments

Assignments attach a person to a store or set so follow-up does not get lost.

Select stores (or open workflow controls where offered on the profile).
Choose Assign.
Pick a teammate, or clear assignment if the product offers unassigned.
Work assigned stores using table columns / filters for owner when available.

Visits (when enabled)

Plan visit from the selection bar opens the Visits surface so field teams can turn a shortlist into a practical itinerary. Visits is not shown for every customer or for viewers.

Roles

Role (typical)	Lists / assign
Viewer	Read-only; limited or no selection actions
Sales rep	Works assigned stores; updates status and notes as allowed
Analyst	Day-to-day shortlists, enrich, export as permitted
Admin	Full workspace management plus team

See Users and roles.

Tips

One campaign → one clear list name.
Re-check list membership and filters before export or HubSpot push.
Do not use personal spreadsheets as the system of record if the workspace already tracks assignment.
Prefer select all matching only when you have confirmed the filtered total.