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 homepageâno extra clicks required.
What is a Starred List?
Starred lists are your personal shortcuts to important information in Pipeline. Think of them as your âfavoritesââwhen you star a list, it shows up right on your homepage, along with the number of items in it. â
How to Star a List
- Save your list view and give it a clear name.
- 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, youâll see your top priorities at a glance. If you need more details, just click the list name to open the full view.
Sharing Starred Lists
You can share starred lists with your team. Admins can even set a shared list as starred for othersâuseful for onboarding or keeping everyone on the same page. Use the âManage sharingâ option or copy the list URL to share a direct link. Access depends on each userâs visibility settings.
Example Uses for Starred Lists
- Deals closed yesterday
- Leads not contacted in over 20 days
- Deals waiting on signed contracts
- Closing calls scheduled for today
- Deals missing product information