Star a saved list and it appears on your homepage with a live count of what is in it, so your priorities are the first thing you see when you log in.
Before you start:
- You can only star a list you have already saved, so save it and give it a clear name first — see Save, Find, and Set a Default List.
Star a List
- Open the saved list you want to pin.
- Click the star icon next to the list name.
You can star any saved list view, on any tab that has them — People, Companies, Deals, Agenda, and Activity Report included.
Starred lists sit on your homepage with the number of records each one currently holds, so you can see your top priorities without opening anything. Click a list name to open it in full.
To unstar a list, open it and click the star icon again.
Star a List for the People You Share It With
When you share a list, you also get the option to star it for the people you are sharing with. That is the quickest way to give a new team member a useful homepage on day one, or to keep a whole team pointed at the same view.
You can also use Manage sharing, or copy the list URL and send someone a direct link. See Share List Views, Dashboards, and Reports for the full sharing options.
Starring a shared list does not change who can see the records in it. Each person still sees only the records their own permissions allow, so the count on your homepage can differ from a teammate's.
Lists Worth Starring
- Deals closed yesterday
- Leads not contacted in over 20 days
- Deals waiting on a signed contract
- Closing calls scheduled for today
- Deals missing product information
Need help? Contact support at customercare@pipelinecrm.com.