Working with lists

Lists are named collections of records — talent pools, client shortlists, BD target lists, event invitees. Unlike a filtered view (which is a live query), a list is a curated set: records are in it because someone put them there.

Creating a list

1. Open Lists in the sidebar and create a new list for one record type: candidates, contacts, companies or jobs.
2. Name it for its purpose — "Java contractors — Zurich", "CFO shortlist — Calloway".
3. Add records — select rows on any list page and use the Add to list bulk action, or add from a record's Lists tab.

Private or team

Every list has a Sharing setting — Private (only you) or Team (the whole workspace). Choose it when you create the list, and switch it later from the list's menu. Team lists suit shared shortlists; private ones suit your personal call sheets. The Lists page groups them under Private Lists and Team Lists, and can be filtered to either.

Managing membership

• Every candidate, contact, company and job has a Lists tab showing its memberships — add or remove it from lists right there.
• Open a list to see and manage all members; the Remove from list bulk action clears records as they become irrelevant.
• Search your lists from the Lists page when the collection grows.

Lists vs views — when to use which

	List	Saved view
Membership	Manual — curated by people	Automatic — whatever matches the filters
Changes when data changes	No — stable until edited	Yes — live
Best for	Shortlists, pools, campaign targets	Pipelines, queues, monitoring