List Overview

Lists let you organize, filter and view your Companies, People and Deals records. You can also view records in a Map View. 

Which records are visible to me?

By default, users can only see the records they have added or records that have been shared with them:

• Team Managers can view records of their entire team
• Team Owners can use Groups to share records with other team members
• Admins can see all records across the entire org. 

Use filters to find records associated with specific users, locations, groups, and more. 

 To Access Lists: 

1. Select "Records" from the Navigation Bar
2. Select "Company List", "People List" or "Funnels/Deals"

The next section explains how to use list view on the web. Click here to read about list view in the mobile app.