About creating Lists

As a best practice, we recommend having fewer Lists. Each List should represent one of the processes you manage.

When you're trying to determine whether to create a new List, ask yourself the following:

  • Are you tracking a workflow that is not already represented on one of your Lists?
  • If you already have a List representing this workflow, do you need to track different information in the Grid fields for the relationships you're adding to the list? For example, you may have leads from two different sources, and you may be qualifying them differently, so you need to track different information about them.
  • Are different teams going to manage the information, such that different collaborators will need access to different information presented on the List?

If you can answer "yes" to any of these questions, we recommend creating a new List. Note that only Organization admins can create new Lists.


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