Lists

Lists are a way to create a static subset of the data in your Orbital universe.

About:

• Lists are static - When you create a list, it captures the state of the companies/people/locations at that point in time, and the list contents do not automatically update as the underlying data changes.

• You can create a list from a filter, which will include all records matching that filter at the time the list is created.

• You can also upload a CSV to create a list, which will include just the records in that CSV.

• Lists are useful for things like sales rep book assignments, custom reporting, etc. where you want a fixed set of records to work with.

• If you need a dynamic view that updates as the universe data changes, you would use a view instead of a list.

Common Use Cases:

• Assigning a book of business to each sales or post-sales rep

• Capturing a one-time CSV upload of target accounts

• Storing the output of a specific campaign or outreach batch

• Grouping accounts by contract, tier, or lifecycle stage for manual management

🎥 Lists Walkthrough

Watch this quick video to see how lists work.