List Overview

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, Team Member users can only see the records they own or records that have been shared with them:

• Team Managers can view records based on visibility of their entire team
• Team Owners can use Groups to share records with other team members
• 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: 

1. Select "Records" from the Navigation Bar
2. 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.