Lists
Video coming soon
Lists
Group records into lists — the working sets behind pipelines, campaigns, and follow-ups.
What you will learn
What a list is
A named set of records pulled from an object — this quarter's leads, VIP guests, unanswered inquiries — with its own attributes on top.
Adding and removing records
Filling a list by hand, from a filter, from an import, or automatically from a workflow — and what happens when a record leaves.
List attributes
Fields that exist only within the list — a stage, an owner, a priority — so the same person can sit in two lists with different statuses.