> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clustr-ai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Targets, clients and excluded

> The three lists a company can be on, and what each one changes

A company can be on your target list, on your client list, and on your exclusion
list. These are three separate lists, not three settings of one. A company can be
on more than one of them at the same time, and each list is read by a different
part of the product.

Set all three from **Your accounts**: tick one or more rows in the accounts table
and use **Standing** in the bar that appears.

## What each list changes

| List         | What it does                                                                                                                                    | What it does not do                                                                        |
| ------------ | ----------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------ |
| **Targets**  | Feeds the account grade. A company on the list scores higher, and the **Targets** filter shows only these.                                      | Does not hide anything, and says nothing about whether the company is a customer.          |
| **Clients**  | Marks the company as somebody you already sell to. Turn on **exclude client companies** and people who work there are left out of your results. | Does not remove the company from your target list, and does not change its grade.          |
| **Excluded** | Hides the company everywhere: lists, search, accounts, warm intros and research. Stops it being enriched again, so it stops costing anything.   | Does not delete anything, and does not remove the company from your target or client list. |

## Taking a company off the target list

The target list has two sources: rows you added by hand or by CSV, and rows a
bound CRM list puts on it. **Remove from targets** removes only the rows you put
there.

A company that is on the list only because a bound CRM list carries it cannot be
removed from Clustr. The next nightly pull would write the row back, so the
removal would not last the night. You have two real options, and Clustr says so
rather than pretending: change the list in your CRM, or exclude the company,
which hides it everywhere without removing a row the sync owns.

When a company has both kinds of row, yours is removed and Clustr says the CRM
list still puts it on the target list.

Excluded companies no longer appear on the target list either. They stay on it,
they are just not shown, in the same way they are not shown anywhere else.

## The lists stack

Nothing stops a company being a target and a client at once. If you mark a target
account as a client, it stays a target: its grade still counts the target list,
and it still appears under the **Targets** filter. Take it off the target list
too if that is what you meant.

Excluding is the one that wins over the others. It is applied as a filter on every
read, so an excluded company is hidden whether or not it is a target and whether
or not it is a client.

## Excluding is reversible, and safe against a CRM sync

Excluding a company does **not** take it off your target list. That is deliberate.
If your target list is bound to a CRM list, the next sync writes the company back
as a target. Because excluding leaves the target row alone and hides the company
instead, the sync and your exclusion can both be true: the row comes back, and the
company still does not appear.

Nothing is deleted while a company is excluded. Remove the exclusion and
everything it was hidden from comes back on the next read.

The exclusion list holds at most 500 companies per workspace.

## What a company is matched on

Each list matches on different keys, which is why a company can be on one and not
another.

* **Targets** match on the company name and its LinkedIn company page.
* **Clients** match on the LinkedIn company page, by numeric id or slug. A company
  with no LinkedIn page cannot go on this list.
* **Exclusions** match on any of four keys: the Clustr company id, the LinkedIn
  numeric id, the LinkedIn slug, or the website domain. Give as many as you know.
  The exclusion is checked before a company record exists, which is how it stops
  the enrichment rather than only hiding its result.

## From an agent

| Tool                      | What it does                                                              |
| ------------------------- | ------------------------------------------------------------------------- |
| `create_target_accounts`  | Put companies on the target list                                          |
| `delete_target_account`   | Take one company off the target list. Refuses a row a bound CRM list owns |
| `add_client_company`      | Put one company on the client list                                        |
| `remove_client_company`   | Take one hand-added or CSV row off the client list                        |
| `mark_not_client`         | Stop a company counting as a client, whatever its sources                 |
| `list_excluded_companies` | Read the exclusion list                                                   |
| `exclude_company`         | Exclude one company from the workspace                                    |
| `undo_exclude_company`    | Remove one exclusion                                                      |

See [Client companies](/client-companies) for how the client list is built from
your CRM, and [Account states](/account-states) for tier, owner and dismissed,
which are per account rather than lists.