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:
- Select "Records" from the Navigation Bar
- 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 the list view in the mobile app.
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