There are 3 sections of a list: List, Selector, and Details.

List - Provides details about the members of the List. You can edit which columns you want to see here by clicking "Edit Columns." You can also Export the list to CSV.

Selector - Use Selectors to add filters to find specific People, Accounts and Opportunities. Learn More about Selectors here.

Learn More about Selectors here.

Details - Provides key meta data about the List including:

  • Name - Name of the List. If you want to change the name of an existing list, you can always come back here to make the change.

  • Description - Add a description to give more details about the List. If you want to change the description of an existing list, you can always come back here to make the change.

  • Public - Make the List visible to others within your organization

  • Member Type - Type of results the List will return
    (i.e. Person, Account or Opportunity)

  • List Type - Source of the List

    • Dynamic - Use Selectors to define the audience for your List

    • SFDC View - Use an SFDC View as the source of your List

    • SFDC Report - Use an SFDC Report as the source of your List

    • Static - (Only for Account Lists) - Accounts who meet the defined criteria at the time when the List was created.

  • Lead to Contact Setting - Auto-convert Leads to Contacts who are members of the List.

  • Owned By - Who the List is owned by

  • Created By - Who the List was created by

  • Created Date - When the List was created

  • Last Modified By - Who was the last person to update the List

  • Last Modified Date - When the List was last updated