Lists

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


What we’ll be covering

  • 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.

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