List Overview
Lists let you organize, Filter, and view your Companies, People, and Deals records in a table view. You can also view records in a Map View.
Records will be visible in the List View based on your role and data sharing:
- Team Member users can only see the records they own or records that have been shared with them via Groups or Territories
- Team Managers can view records they own or based on visibility of their entire team
- Team Owners 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", "People" or "Deals and Funnels"
The next section explains how to use list view on the web. Click here to read about the list view in the mobile app.