Improve the company list creation modal for better clarity

We are enhancing the company list creation modal to make it more intuitive and precise. Users should clearly understand that they can create a list based on filtering conditions rather than being forced to create a list through the modal itself.

🔹 Why?

• Reduces confusion about how company lists are created.

• Improves user experience by making the workflow more intuitive.

• Ensures users understand that lists are condition-based, not just manual selections.

• Avoids unnecessary friction and misinterpretations when creating lists.

🔹 How it works?

• Update the modal UI and copy to clearly explain that lists are generated from filters.

• Provide guided steps or a tooltip that explains the process.

• Allow users to define conditions first, then confirm list creation.

• Ensure the modal does not block users from refining their filters before finalizing the list.

• Improve overall UX design to create a smoother and more logical experience.

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Upvoters
Status

In Review

Board
💡

Features & Integrations

Date

12 months ago

Author

Julien Le Coupanec

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