What you can do
Static vs dynamic
Differences, when to use each, how to convert between them.
Filters and formulas
Combined filters, computed columns, expressions.
Spreadsheet view
Inline table editor, Excel-like shortcuts, bulk edit.
Use cases
- Marketing campaigns: static list of contacts for targeted mailings
- Hot deals: dynamic list of opportunities above threshold in specific stages
- Data cleanup: list of companies missing VAT to complete
- Operational reports: overdue unpaid invoices to chase
- Segmentation: enterprise customers with ARR > €100k
Next steps
Create your first list
Pick static or dynamic and build filters.