You often need to keep track of a group of people or companies that doesn't belong to any one job. A pool of strong senior engineers you want to revisit. The target accounts your BD team is working through. Everyone you met at a conference last month. Tags are too loose; pipelines are tied to a specific role. Lists are the answer here, they provide a flexible way to group and curate people or companies, shareable with your team, that persist over time.
We like to think of a list as a named folder: you define what goes in it, and optionally what record it lives on.
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How to think about a list (two choices)
These two choices are independent. A list anchored to a company is most often a Person list (people connected to that company); a list anchored to a person is most often a Company list (companies that person is relevant to). You are not required to anchor a list at all.
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Next you will need to give your list a name, this will help you identify who or what your list will target.
List type Choose Person or Company. This defines what you will be adding to the list over time, not what you are anchoring it to. A quick rule of thumb: if the list is connected to a company record, it is almost always a Person list; if it is connected to a person record, it is almost always a Company list.
Team access Toggle Team Access on to make the list visible to everyone on your team. Leave it off to keep the list private to the owners you assign. You can change this any time from within the list.
List owners Select the team members who can edit and manage this list. The person creating the list is added as an owner automatically.
Sidebar → Create New → List
Lists → New List
Make a clever name, if you want anyone else to see it, and what type of list this will be for Person or Company.
The list is displayed on the company/person that is the linked record, allowing for quick access.
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Sharing at a glance
One of the most important parts of a list and how you can use it is by linking it to a record. Say we want to track a list of people who have said in conversations that they want to work at Stardex. You would link Stardex in the link to a record field. This is then viewable when looking at the Company page later on, you even can click the link to go back to the List.
Lastly you will click Create List, then your list will be created. 🎉
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The list type is about what goes in the list, not what the list is about. If you anchor a list to the company Stardex, you will most likely be adding people to it — so set the type to Person. If you anchor it to a specific recruiter or contact, you may be tracking the companies relevant to them — so set the type to Company.
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There are several ways to add people or companies to a list. All of them lead to the same modal, where you choose to add to an existing list or create a new one.
Each of these ways will provide a similar modal to this one, the important choice to make is adding the person or company to an existing list, or you can also create a new list at this point.
💡 You can add the same person to multiple lists, don’t worry they won't be duplicated.
Sometimes you want to recreate the same list but expand upon it or tweak it, or you and your team keep copying the same list then replacing the contents of the list to suit the new needs. Management of a list happens when viewing the list itself. Open the list you want to manage. All controls for that list live in the header row.
The cloned list is named Copy — [original list name] and you will be taken there immediately.