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Create a starred list

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Maria Herrell
Updated 16 minutes ago
Starred Lists in Pipeline make it easy to keep important information close at hand. By starring a saved list, you can quickly review key data right from your homepage—no extra clicks required.

What is a Starred List?
Starred lists are your personal shortcuts to important information in Pipeline. Think of them as your “favorites”—when you star a list, it shows up right on your homepage, along with the number of items in it. 

How to Star a List
  1. Save your list view and give it a clear name.
  2. Click the  â­ button next to the list name. (You can star lists for People, Companies, Deals, Agenda, and Activity Report.)

Why Use Starred Lists?
Starred lists save you time. Instead of loading several lists every time you log in, you’ll see your top priorities at a glance. For more details, click the list name to view the full details.

Sharing Starred Lists
You can share starred lists with your team. Admins can even set a shared list as starred for others—useful for onboarding or keeping everyone on the same page. Use the “Manage sharing” option or copy the list URL to share a direct link. Access depends on each user’s visibility settings.

Example Uses for Starred Lists

  • Deals closed yesterday
  • Leads not contacted in over 20 days
  • Deals waiting on signed contracts
  • Closing calls are scheduled for today
  • Deals missing product information
With starred lists, your most important data is always easy to find. Give it a try and streamline your workflow.

Need help? Contact support at [email protected]. 
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