A Focused List is a saved group of records you select manually. Unlike filtered lists, these aren’t built from search criteria. You choose each record, making it easy to keep track of people or deals you want to follow up with, even if they don’t have anything obvious in common.
How to Create a Focused List
Step 1: Select Records
- Go to a list view (People, Companies, or Deals).
- Check the boxes next to the records you want to include.
- Alternatively, click the three dots in the top-right corner and select Create Focused List.
Step 2: Create the List
- Once records are selected, choose Add to Focused List from the Bulk Actions menu.
Step 3: Name and Save
- Enter a name for your list.
- Click Save. Your list will appear in the list name dropdown for easy access.
Key Features & Limitations
- Limit: Each Focused List can hold up to 250 records.
- No Pagination: All records load at once for quick access.
- No Filtering: You can’t filter within a Focused List.
- No Historical Metrics: Metrics aren’t available for Focused Lists.
Common Questions
- Can I add or remove records later?
Yes! Just select or deselect records and update your list. - Will my list change automatically?
No. Only records you select will appear—your list won’t update unless you change it.