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A list is a specific, hand-picked set of accounts or people. Unlike a saved view, a list doesn’t re-run a filter every time you open it — it holds exactly who you put in it, until you take them out. Use a list when the answer to “who’s in this” is a decision you made, not a rule you’d want re-evaluated: a target list for a campaign, a shortlist for a call, an account set someone handed you from a spreadsheet.

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Views vs. lists

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Creating a list

Name it, choose whether it holds accounts or people, and add members. Add or remove members one at a time from a record, or in bulk from the table’s selection toolbar.

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Managing membership

Adding someone already on the list, or removing someone not on it, is a no-op — safe to retry, safe to run over a selection that partly overlaps already. Membership is keyed by the account or the person, so it survives renames on either side.