Lists

Overview: List(s)

SalesforceIQ organizes your professional relationships using Lists. A List is a collection of Contacts or Accounts representing a people-driven process, such as a sales pipeline or a pool of recruiting candidates. You can use Lists to track any process or workflow related to Contact- or Account-based leads, opportunities, etc.

Video: What Is a List? (~1.5 min)

List Views

You can select to display a List in one of three views to track your processes.

  • The Stream view displays an activity log of emails and calendar events between your team working on this process and the Contacts for the lead, opportunity, etc. SalesforceIQ automatically brings the email and calendar information into the Stream, and you can manually add comments and notes pertaining that specific opportunity. Learn more about collaboration in the Stream.
  • The Grid view allows you to track information about the Contacts or Accounts on a List in standard or Intelligence Fields. You can use sorting and filtering to drill down to the information you want, and save filters so you can quickly bring up the information most important to you. As one example of the type of information displayed in the Grid, you can use statuses to indicate stages in your process. For a sales team, status options might include lead, contacted, deal won, or deal lost. Learn more about working with Grid view features.
  • Reporting allows you to track and measure your process. You can use filtering and sorting as in the Grid, and view information by status or teammate. Learn more about reporting in SalesforceIQ.

List Types

Every List in SalesforceIQ is either an Account List or a Contact List:

  • An Account List is made of up of Accounts—generally companies or divisions with companies. For each Account, you add one or more points of Contact.

    Note: Account Property and Company Property field types are available for Account Lists only.
  • A Contact List is made up of individual people.

Learn more about Contacts and Accounts.

Learn More

Check out our articles on Lists for more information on how to create and manage Lists, and learn more about reporting here.

Recommended Lists

Which Lists should you use for your business process? See our recommendations here.

Sales

We recommend the following Lists for managing your sales processes:

  • Leads—Usually a Contact-based List
  • Opportunities—Usually an Account-based List
  • Customers—Usually an Account-based List (Optional)

Note: For Sales processes, don't forget to set up a conversion flow from one List to the next.

Business Development

We recommend the following Lists for managing business development:

  • Opportunities
  • Partnerships

Account Management

We recommend the following Lists for managing your Accounts:

  • Customers or Clients—Usually an Account-based List
  • Opportunities List for your sales team—Usually an Account-based List (Optional)

Venture Capital

We recommend the following Lists for managing your venture capital workflows. You should create the Lists as a pair, as shown here, and set up a conversion flow between them:

  • For Deal Tracking—Deals, Portfolio Companies
  • For Fundraising—LP Tracking, LP Management

For Start-Up CEOs

We recommend the following Lists:

  • Top Lists—Leads, Opportunities, Fundraising
  • Other common Lists—Customers, Recruiting