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, choose New list and pick its 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 Visibility — Private (only you) or Team (the whole workspace can open it). Choose it when you create the list with New list, and switch it later with Share with team or Make private in the list's ⋯ menu on the Lists page. Team lists suit shortlists you want others to see; private ones suit your personal call sheets. The Lists page groups them under Private and Shared with team, and the All lists / Private / Team tabs filter to either.

A list belongs to the person who created it. Only the owner can add or remove records, rename it, change its visibility or delete it. Teammates can open a team list to view, filter and export it; to work on it themselves, they choose Duplicate as my list to get their own private copy.

Managing membership

• Every candidate, contact, company and job has a Lists tab showing its memberships — add or remove it from your lists right there.
• Open a list to see and manage all members; the Remove from list bulk action clears records as they become irrelevant.
• Adding, removing, sharing, renaming and deleting show at once; if Kepler can't save the change, it is put back and you're told.
• On the Lists page, search your lists, filter by record type, and sort by name, record type, member count or date. Use Rename in a list's ⋯ menu to rename it.

Lists vs views — when to use which