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

1. Go to the Customers or Users view

2. Click + Create new next to the list tabs at the top

3. Add filters, configure columns, and set up any widgets you need

4. 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.

1. Open the list you want to copy

2. Click the list name and select Duplicate list

3. Adjust the filters or columns as needed

4. Save the new list

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.

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. 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

From the Customize list panel you can share a list with other team members so they can access it from their own navigation.

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. Duplicate it 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.