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A List (called a Collection in some menus) is a working set of records you act on. A call list, a watchlist, a shortlist. Unlike a saved View (a query that recomputes on every render), a List has real membership and per-record work state: each record can be marked done. Every List is scoped to one object type (Contacts, Companies, …). A list of Contacts holds Contacts.

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The three kinds

A List differs only in how its membership is decided:
  • Static: a hand-picked set you curate. Search to add; tick records off as you go.
  • Smart: a saved filter, resolved live. Membership is always whatever matches. No filter = every record of the object.
  • Cohort: a recurring list that rolls on a schedule, remembers who you’ve already worked, and carries forward what you didn’t get to. The monthly cold-call list.

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Where to find them

  • On an object: every object has a Lists tab showing its lists, with a New list button.
  • On a record: a record’s panel has an In lists section: which lists it belongs to, with quick add / remove.
  • On a dashboard or page: add a Collection block and point it at a list.

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Working a list

  • Mark done: tick the checkbox to mark a record worked / called.
  • Add: on a static list, search-and-add one record at a time, or bulk Add to list from any records table. Smart and cohort membership is filter-driven. You don’t add by hand.
  • Remove: drop a record from the list.

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Troubleshooting

A static list looks empty right after an update. Membership lives in a dedicated store. Immediately after a release the backfill may not have run. An admin runs the pending database migration and the members reappear. Existing membership is preserved, not lost. A smart list shows every record. A smart list with no filter deliberately shows every record of its object. Open Edit filter and add conditions to narrow it. My cohort is empty or won’t build. A cohort is empty until its first roll. Set its filter (who qualifies), then click Roll now to build the first period. If a roll comes back empty, confirm records actually match the filter and that your exclusion policy isn’t excluding everyone. Records I already called keep reappearing. That’s the exclusion policy. Check it’s set the way you want. Set the cohort’s Don’t re-list to “Only records I’ve worked” (or a cooldown), and mark records done as you call them so they’re excluded from the next roll. I can’t add records to a smart or cohort list by hand. Only static lists take manual adds. Smart membership is the filter; cohort membership comes from Roll / Top up.

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See also