Lists let you save filtered views of your records that update automatically as records change. They work on People, Companies and Deals, and on any other object in your workspace, including custom objects you create.

A list you save is private to you until you share it. Starring a list pins it to your own navigation - each teammate manages their own starred lists independently.

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.

Lists are filter-based - there's no "add to list" button. To create a hand-picked group of records, use labels as the filter.

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.

A list you create is private by default. Only you can see it until you share it. Unsaved changes are only visible to the person editing until saved.

Use Share in the list toolbar to give other people access:

A list you have not shared is hidden everywhere, not just in the Lists dropdown. It does not appear in a teammate’s search, and it cannot be read through Rep, query-data, or SQL.

The list’s owner and workspace admins can delete it or change who it is shared with, including lists they do not own. A Viewer who changes the filters gets Save as new list rather than overwriting yours.

You can also manage access by asking Rep - for example, "share this list with Priya as an editor" or "who can see this list?". Rep can grant, change and revoke access, transfer ownership, and read back who currently has access. It asks you to confirm before removing anyone. The same permission rules apply either way.

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.

Hover over any list in the Lists dropdown and click the ··· menu to access:

Select multiple records using the checkboxes on the left side of any list. A bulk action bar appears at the bottom.

Stack up to 5 sort tiers to break ties without leaving the list. Sort Deals by owner, then by amount, then by close date - each tier resolves before the next kicks in.

The Sort button shows a count badge once 2 or more tiers are active.

Board view lays a list out as columns of cards grouped by a single-select field, so records move across as their status changes. Use it when the field represents a stage a record passes through - a deal stage, a project status, a hiring stage.

Switch layouts with the list and board toggle on the right of the toolbar, beside the search box. The toggle only appears when the object has at least one single-select field, because that field is what forms the columns.

The control sits to the right of Sort, and it is labeled with the field the board is grouped by rather than the words "Group by". A board grouped by Stage shows a button reading Stage. That is the button to click to regroup.

Only single-select fields appear in that menu. Multi-select and text fields cannot form columns. A list with no grouping saved falls back to the first single-select field on the object, which is why a board sometimes opens grouped by something you did not choose.

The eye icon beside the grouping button lists every value of the grouped field, including an Unassigned column for records where the field is empty. Switch any of them off to drop that column from the board, and choose Show all to bring them back. Hidden columns are saved with the view, so they stay hidden next time you open it.

Drag a card into another column to set that field on the record. If your workspace uses conditional required rules and the move would leave a required field empty, Clarify asks for those values first - cancel that prompt and the card stays where it was.

Cards carry the fields you have turned on under Fields, minus the field the board is grouped by - that one is already the column. To label each value with its field name, open the ··· menu in the toolbar and choose Show field names.

Need to filter or pivot a list in plain language? Ask Rep - for example, "show only enterprise accounts" or "sort by last contacted, oldest first." Rep can read the current list and refine it without leaving the page. Ask Rep from the composer at the top of Home, or hit Cmd+K → Tab to send what you've typed into a new chat. Check rows first - selected rows pass into Rep as context, so it can act on exactly the records you've picked.

In list view, click a relationship field cell to open the linked record. Hover over the cell for a pencil icon to edit the field in place.

Grouping lists into folders

Folders group the Lists dropdown into labelled sections, so a long list of saved views stays readable. Put a list in a folder with Move on its ··· menu, or set the Folder field when you create the list. Typing a name that does not exist yet creates that folder.

Folders are shared, not personal. Each object type has one folder arrangement for the whole workspace, so moving a list, renaming a folder or deleting one changes the Lists dropdown for every member. Only workspace admins can make those changes - everyone else sees the folders but gets no Move option. Deleting a folder does not delete the lists inside it.

Folders group lists, not records. A list is still a saved filter, so records cannot be filed into a folder directly.