Generate Match list

The Generate Match List feature allows users to quickly create curated lists of potential business connections using their Intelligent Targeting Profile (ITP). Once your ITP is set up, you can begin generating matches that align with your business goals and preferences.

To start, click the Create Matchlist icon. You will then be prompted to choose which group you want to build a list for, such as buyers, sellers, competitors, or co-shoppers. After selecting the desired group, click Generate Match. The system will instantly produce a match list based on the filters and preferences outlined in your ITP.

The generated list is automatically sorted by match score, ranking companies from highest to lowest. This makes it easier to focus on the strongest opportunities first. You can also refine the results further by applying filters, such as narrowing down to a specific range of match scores or focusing on target countries most relevant to your strategy.

For deeper insights, click Show More on any company record. This opens the company’s profile, where you can review descriptions, explore websites, and examine detailed areas of alignment with your business. These insights help you make informed decisions about which companies to prioritize for partnerships.

Once satisfied, you can save your match list. Saving ensures that all your refinements and selections are preserved for future use, allowing you to revisit, update, and track progress over time.Finally, with your curated list in place, you can move forward by reviewing contacts and sending a bulk meeting campaign directly from the system. This workflow ensures that you can act quickly on the best opportunities, maximize efficiency, and strengthen your business connections.