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Central Lookups
Central Lookups

What are central lookups and how to use them

Anil Vithani avatar
Written by Anil Vithani
Updated over a year ago

What are central lookups, and how to use them?

Central Lookups with connected CRMs

Central Lookups with no connected CRM

What are central lookups, and how to use them?

A central lookup on SuperReach is a centralised list of values your admin can manage. The central lists contain the values for look-ups on SR, such as Country, Job Title or Skills. Managing your lists centrally will save you time and ensure good data integrity across your sales teams.

Central lookups work slightly differently depending on whether you have integrated your CRM. If you do not have a CRM, click here to skip to your section.

Central lookups with connected CRMs

If you connect your CRM to SuperReach, the values from your CRM field will be automatically added to your SuperReach database. You don't have to recreate a custom Skill listing on SuperReach. It's a seamless integration experience.

To manage your listings:

  1. Navigate to the admin page on SuperReach by clicking on it in the upper menu.

  2. Select ‘Manage Data’ and then ‘Central Lookup’.

  3. You can review the existing central lookups here or create your own.

We provide the following default central lookups:

  • Nationalities

  • Countries*

  • Currencies

  • Languages

  • Industries

  • Seniority Level

  • Titles

  • Source

  • Timezone*

  • Education Level

  • Note types

*These lookups are not shown and are not editable.

We also provide empty Skill and Category lookups by default - ready to consume your CRM values.

Editing Central Lookups

After connecting your CRM, you can review and edit your central lookups. You can disable any values you do not wish to show on SuperReach. This will not affect your CRM.

Adding a new value to an existing Central Lookups

If your CRM is connected, you cannot add a new value to an existing lookup on SuperReach. You must first add this value to your CRM and then refresh the sync on SuperReach for the change to take effect. This ensures there are no discrepancies or duplicates between the two systems.

Refreshing the Sync

Refresh your sync is easy; click the button on the right side of the Central Lookup page. Please note the sync may take several minutes to complete.

When we refresh the sync, we check for new and recently deactivated values. The logic we follow is:

  • If there is a match between a value on SR and your CRM, we will make the match.

  • If a value on SR does not appear in the CRM, we will deactivate the value on SR.

  • If a value on the CRM does not exist in SR, we will add it to SR.

We advise you to check the edited values after a new sync.

Adding a new Central Lookup

You can create a new central lookup by following these steps:

  1. Click ‘Add Central Lookup’

  2. Add a title for your new lookup

  3. Add the values you want to include in your lookup

  4. Separate each value with a comma or add one per line

  5. Your Central Lookup is ready to go! It will now appear in your custom fields.

Nested Lookups

SuperReach supports nested and single lists for lookup values. So, if your CRM has a nested lookup field, you can sync this across to SuperReach.

Central lookups with no connected CRM

If you do not have a CRM, don’t fear! SuperReach provides the following system-generated central lookups for you to use.

We provide the following default central lookups:

  • Nationalities

  • Countries*

  • Currencies

  • Languages

  • Industries

  • Seniority Level

  • Titles

  • Source

  • Timezone*

  • Education Level

  • Note types

*These lookups are not shown and are not editable.

We also provide empty Skill and Category listings by default, ready for you to add your own curated values. Please contact our Support team if you need any support to create your listings.

Editing Central Lookups

You can edit the system values provided by following these steps:

  1. Click on the lookup you want to edit on the left-hand navigation, for example, Titles.

  2. To disable a value, click to toggle the status to inactive.

Adding a new value to an existing Central Lookups

You can add a new value by following these steps:

  1. Click on the lookup you want to edit on the left-hand navigation, for example, Titles.

  2. Click the Add button on the top right.

  3. Add the values you want to include in your lookup.

  4. Separate each value with a comma or add one per line.

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Adding a new Central Lookup

You can create a new central lookup by following these steps:

  1. Click ‘Add Central Lookup’

  2. Add a title for your new lookup

  3. Add the values you want to include in your lookup

  4. Separate each value with a comma or add one per line

  5. Your Central Lookup is ready to go! It will now appear in your custom fields.

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