Lists & filters
Lists are saved views of your customer or user portfolio. You filter, sort, and configure columns once — then save the view so you and your team can return to it instantly.
Customers → select or create a list · Available to all team members
Lists are saved views of your customer or user portfolio. You filter, sort, and configure columns once — then save the view so you and your team can return to it instantly. Every list is independent, so you can have a different set of columns, filters, and widgets per list.
Common lists to start with
Onboarding — customers currently being onboarded
At risk — customers showing warning signs or potential churn risk
On track — customers progressing as expected
Expansion opportunities — customers who could be upgraded
Renewals — customers approaching their renewal date
Creating a list
From scratch
Go to the Customers or Users view
Click + Create new next to the list tabs at the top
Add filters, configure columns, and set up any widgets you need
Click the list name and select Save list changes
By copying an existing list
If you need two similar lists, copy one to avoid rebuilding filters and columns from scratch.
Open the list you want to copy
Click the list name and select Copy to new list
Adjust the filters or columns as needed
Save the new list
Copy to new list copies the filters, not the selected customers.
Important: Any time you change filters, columns, or sort order, you must save the list to keep those changes. A pen icon appears next to the list name whenever there are unsaved changes.
Filtering
Filters are built from the fields on your customer or user records — both standard fields and any custom fields you have set up. The available filter options depend on the field type.
A useful pattern is to use Current signed in as the Team Member filter. This makes the list dynamic — each CSM who opens it sees their own customers, so you can share one list across the whole team without creating individual copies.
For relative date filters, add a unit such as day. For example, use “more than 60 days ago.” Without a unit, the filter gives incorrect results. Save the list after adding the unit.
Last interaction
Last interaction shows the date of the latest meeting, email, or call before today. It comes from the mail and calendar integrations. You cannot set it manually.
Customizing a list
Columns
Click the pen icon on the right side of the list header to edit columns. Select which fields to show and drag them into your preferred order.
You can also choose a display type for each column: default, link, copy to clipboard, or input. Input makes the field editable directly in the list. You can set formatting and style rules for each column.
Save the list after making changes.
Widgets
Click Customize list on the right side of the screen to add widgets. Widgets create segments within your list — for example a count of customers in Onboarding, one for Expansion, and one for At risk — giving you a quick summary at the top of the view.
Sharing a list
Open the customized list. Choose View save options, then select Save list changes.
You cannot share the All list. Create a new list from it, then share the new list.
List overview counter
The counter in the list overview shows the saved version of the list.
Common scenarios
My CSMs each need their own portfolio view
Create one list with a Team Member filter set to Current signed in. Share it with the whole team. Each CSM opens the same list and sees only their own customers — no separate lists needed.
I want to track customers by renewal month
Create a list filtered by renewal date range, with ARR and renewal date as visible columns. Copy it to a new list for each quarter and adjust the date filter. Save each as a separate list.
I need a manager view across all CSMs
Create a list with no Team Member filter so all customers are visible. Add Team Member as a column so ownership is clear at a glance. Save and share with the manager.
Troubleshooting
A list freezes
Check whether the list filters use a deleted field. A list freezes when it has a filter on a field that was deleted.
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