How do I organize agencies into lists?

Last updated: February 20, 2026

  1. Click on the AgencyHub in the left side-bar

  2. Click on Agency Management

  3. Select the agencies you want to add to a list

    (for example Software Development or Tier 1 or Preferred Agency List)

  4. Click on Type or select existing' under Agency Lists

  5. Select an existing list, or start typing the name of a new list you want to create.

  6. Click on Create list with selection

  7. Your list is created and saved automatically.

To see which lists agencies belong to, check the Agency Lists column in your Agency overview.

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