Lists

Organize your People and Company records into lists to manage your core business pipelines, processes, and projects.

What you will learn

  • Run your business in lists
    Create lists to store and track pipelines, processes, and projects across GTM teams.

  • List templates
    Choose from our library of templates or create your list from scratch.

  • Storing data in attributes
    Set up list attributes to store stages, timelines, and any other data you need to track.

Related articles

Create lists
Learn how to create lists for your workflows and projects.
Manage lists
Learn how to manage your lists and change the name, order, object, and more.
Manage list access
Manage what members can see and do in your list.
Bulk update lists and records
Bulk update your lists and records using a CSV import or copy and paste.