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Hi @many-knife-30331, welcome! In terms of what you want to build, you can certainly build a portal that will display the kinds of information in your video that is • Filterable by tags you define • Searchable In terms of the generated lists, do you have an idea of the format you'd like the user to download the list as?

That's good to hear. I tried it out and the only set back is the UI Design. Apart from which, I want the functionality of saving investor leads from filtered search pages to lists.

Right now end users can't export .csvs (it's a feature request here) but there may be another way you could create something user friendly. Let me have a think, and perhaps others in the community will have a workaround.