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Lesson 4 of 10 · ~5 minutes · Prerequisite: Lesson 3 — Attributes

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What you’ll learn

  • The difference between static list and dynamic list
  • How to save a view with filters and sorting
  • How to share views with your team

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List, view, filter

Three separate but related concepts:
ConceptWhat it does
ListA set of records from the same object, with a name
ViewA way of displaying records (table, Kanban, calendar, Gantt) with filters and sorting
FilterA condition (value > 10000, status = Prospect) applied to records or lists
A list can have multiple views. A view is always filtered by specific criteria.

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Static vs dynamic list

Static list — You choose which records to include. Useful for:
  • Email campaigns to hand-picked contacts
  • Top customers to follow manually
  • Onboarding cohorts
Dynamic list — Arya automatically includes every record matching a filter. The list stays live. Useful for:
  • Deals > €50k open
  • New companies this month
  • Overdue unpaid invoices

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Create a dynamic list

1

Open Lists

Click Lists in the sidebar. Existing lists are grouped by object.
Lists gallery grouped by object type
2

New list

Click + New list. Pick an object (e.g. Deal) and a name (e.g. Hot deals Q2).
3

Set dynamic filters

Select Dynamic. Add conditions:
  • Stage = Negotiation
  • Value > 20000
  • Owner = me
Arya previews the matching records immediately.
4

Customise columns

Choose which attributes appear as columns: name, company, value, stage, close date. Drag to reorder.
5

Save

The list is available under Lists and can be pinned to the sidebar.

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Save a custom view

Besides lists, you can save views inside each module. CRM example:
1

Open CRM and filter

Go to CRM → Deals. Apply filters (e.g. close date this week, owner = me).
2

Switch visualisation

Switch between Kanban / Table / Calendar from the top selector.
3

Save view

Click Save view and name it (e.g. My weekly closes).
Save view dialog with name and share option
4

Share with team

A view can be private, team or public in workspace. Shared views stay in sync for everyone.

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Spreadsheet view

Arya’s table view is inline-editable: click a cell to modify without opening the record. Excel-like shortcuts:
  • Tab / Shift+Tab: next / previous cell
  • Enter: commit and move down
  • Ctrl+C / Ctrl+V: copy / paste
  • Shift+click: range select for bulk edits

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Verify

You know the difference between static and dynamic lists
You created a dynamic list with filters
You saved a view and know how to share it

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Next lesson

Lesson 5 — CRM and sales pipeline

Create a deal, drag it through the Kanban pipeline, close your first sale.