Lists let you save filtered views of your People, Companies, and Deals that update automatically as records change.
A saved list is available to everyone in your workspace via the Lists dropdown. Starring a list pins it to your own navigation — each teammate manages their own starred lists independently.
Creating a list
Open the People, Companies, or Deals view
Use Filters to define your criteria — matching records appear automatically
Click Save → Save as new list and name it
To update an existing list, adjust filters and click Save. To keep the previous version too, use Save as new list.
Access all saved lists from the Lists dropdown at the top of any object view, or search with Cmd+K.
Creating a static list
Lists are filter-based — there's no "add to list" button. To create a hand-picked group of records, use labels as the filter.
Apply a label to the records you want in the list — from the list view or by opening the individual record
Create a list filtered by that label
To add or remove records later, add or remove the label — you can do this directly from the list view or by opening the individual record.
Saving and sharing
Saved lists are visible to all workspace members in the Lists dropdown. Unsaved changes are only visible to the person editing until saved.
💡 Lists are shared — if you save a list, everyone in your workspace can find it.
Favoriting lists
Star a list to pin it to the left navigation for quick access. Favorites are personal — starring a list only affects your own navigation. Teammates need to star it themselves.
⭐️ To star a list: open the list and click the Favorite (star) button in the toolbar.
Managing lists
Hover over any list in the Lists dropdown and click the ··· menu to access:
Rename — give the list a new name
Duplicate — create a copy with the same filters
Delete — permanently removes the list for all workspace members
Bulk actions
Select multiple records using the checkboxes on the left side of any list. A bulk action bar appears at the bottom.
Available actions:
Add label — apply a label to all selected records
Remove label — remove a label from all selected records
Merge — merge selected records into one, choosing the primary record. Works across People, Companies, and Deals.
Delete — removes selected records from Clarify entirely, not just from the current list
Toolbar reference
Lists — select or switch between saved lists
AI Search — filter using natural language instead of manual filters
Hide/Show Fields — add or hide columns in the current view
Filters — apply manual filter conditions
Sort — set sort order and direction
Save — save the current view. Use the dropdown to save as a new list while keeping the previous version.
Favorite — star the list to pin it to your navigation
Limitations
Lists are filter-based — records can't be manually added or removed. Use labels to approximate a static list.
Favorites are per-user. Starring a list doesn't affect teammates' navigation.
Deleting a list removes it for all workspace members and can't be undone.
Deleting records via the bulk action bar removes them from Clarify entirely — not just from the list view.
Unsaved changes are only visible to the person editing.