Add all accounts from an Intel search to an existing worksheet at once, instead of selecting them page by page. This makes it easy to build worksheets from multiple sources; like combining separate territory searches or conference lists into a single sheet.

Steps

1. Go to Intel and run your search. Your results will appear under Account Search Results with a total count at the top (e.g., "2,850 Accounts Found").

2. Click Save to... in the top-right corner of the results page.

3. Select Workbook from the dropdown. The dropdown header confirms the total number of accounts being saved (e.g., "Saving 2,850 Accounts to:").

4. Choose a worksheet. In the modal that appears, select an existing worksheet from the Recent list, search by name, or click + New Worksheet to create one.

5. Click Add. A green confirmation toast appears showing how many entities were added and which worksheet received them. Click Open in the toast to go directly to the worksheet.

You can also find all of your workbooks and worksheets anytime under Research in the left sidebar.

Tips

• You can add a Notes column directly to your worksheets - a dedicated place to capture your own context, reminders, or research right alongside your data

• This saves all results from your current search — you don't need to select individual rows or page through results first.

• You can repeat this process with different Intel searches to feed multiple sources into the same worksheet. Each batch is added to whatever worksheet you choose.

• The accounts are added in the background. Larger result sets may take a moment to fully populate in the worksheet.