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Custom Lists

Save tailored table configurations — choose your columns, sort order, and default list per module.

Overview

Custom lists let you save different configurations of your record table — choosing which columns to display, what order to sort by, and which records to include.

Custom List

A saved table configuration with specific columns, sort order, and optional filter conditions.

Default List

The custom list that loads automatically when you navigate to a module.

Visibility

Controls who can see a custom list — Private (just you), specific roles, or the entire organization.

Related guide: See Advanced Filters for narrowing down which records appear in a list using field-based conditions.

Creating a Custom List

Module List ViewView DropdownCreate Custom List
  1. 1Click the view dropdown (shows current list name, e.g., "All Deals").
  2. 2Select Create Custom List.
  3. 3Enter a name for your list.
  4. 4Select which columns to include by clicking them from the Available Columns panel.
  5. 5Optionally set filter conditions and sort configuration.
  6. 6Click Save List.
List dropdown menu
Click the view dropdown to see existing lists and the Create Custom List option.
Create Custom List dialog
The Create Custom List dialog — name your list, select columns, define conditions, and configure sorting.
Columns selected for custom list
Select columns from the left panel. Selected columns appear on the right and can be reordered.

After saving, the table switches to your new custom list with only the columns you selected.

Custom list with data
Your custom list showing only the selected columns with all matching records.

Managing Lists

Each custom list has a set of management actions accessible from the view dropdown.

  1. 1Click the view dropdown to see your lists.
  2. 2Click the ⋯ button next to a custom list to see actions.
  3. 3Choose from: Set as default, Edit, Share, or Delete.
List actions menu
The actions menu for a custom list — Set as default, Edit, Share, and Delete.

Set as Default

Setting a list as default means it will load automatically whenever you navigate to that module. The option changes to "Remove default" once set.

Share

Share a custom list with your team. You can set visibility to Private (only you), specific roles, or the entire organization.

Share list dialog
The Share dialog lets you control who can access this custom list.

Delete

Deleting a custom list removes it permanently. If it was set as default, the module will revert to the "All Records" list.

Common Workflows

Build a focused list for daily use

  1. 1Open the module and click the view dropdown
  2. 2Select Create Custom List
  3. 3Name it (e.g., "My Open Deals This Week")
  4. 4Pick only the columns you need — fewer columns make scanning faster
  5. 5Sort by the most important field (e.g., Close Date ascending)
  6. 6Click Save List
  7. 7Open the actions menu and choose Set as default

Share a custom list with your team

  1. 1Open the view dropdown and find the custom list
  2. 2Click the ⋯ menu and choose Share
  3. 3Select visibility — specific roles or the whole organization
  4. 4Save — the list now appears in the dropdowns of users with access

Reset to the default "All Records" list

  1. 1Open the view dropdown
  2. 2Click the ⋯ next to the currently-default list
  3. 3Choose Remove default
  4. 4Navigating to the module now opens All Records