How do I add new firms to choose from when creating firm lists in Panel Management?

If you would like to add new firms to your group’s contact directory for creating lists in Panel Management, submit your list of firms and contacts to our Support team at support@persuit.com.

Any firm that has been previously invited to a request by your group will be automatically added to your group’s contact directory and will be available to be chosen when creating firm lists. 

Please reach out to your designated Customer Success Manager if you have any questions or would like guidance on how to best set up firm lists for your group. You can view this article for more information on how to create a firm list. 

Note: Only Group Managers can create Firm Lists in Panel Management. Those who don’t have Group Manager access will still be able to see the existing lists but will not be able to create, edit or delete them.