Create a list
1
Start a new list
On the Lists page, click New List.
2
Name it and pick a type
In the Create New List dialog, enter a Name and choose a Type — Companies, People, Deals, Documents, CIMs, and (when Investor Relations is enabled) Limited Partners or Fundraising Processes. Optionally add a description.
3
Continue
Click Continue. Your list opens, ready for records.
Add records
Open a list and use the add control for its type:- Companies or people — click Add and choose Search & select, Paste a list, or Upload a file.
- Deals — click Add and choose Search & select or Upload a file.
- Limited partners or fundraising processes — click Add to search and select records. Use Import in the toolbar to upload a file.
- Documents or CIMs — use Add entry / Add Row.
Enriched and computed columns
Lists can compute new columns with AI.1
Add a column
Use Add Column from the column menu.
2
Choose what it does
Enable AI Enrichment to pull in data, or Enable Computed Column to derive values from other columns.
3
Refresh across rows
From a column’s header menu, choose Refresh Column (enrichment) or Recompute Column to update every row at once.
Sort, filter, and group
Every list has header controls for narrowing and organizing rows:- Filter — click a column header and add a filter to keep only rows that match. Add filters on as many columns as you like.
- Sort — click a column header to sort by it. Hold Shift and click another column header to add a second sort; the numbered indicator shows the sort order.
- Group by — from a groupable column’s header menu, choose Group by to collapse rows into groups. Grouping is exclusive with a saved View’s grouping and, on the Active Pipeline, with the My Deals toggle.
Save and use views
A View is a named combination of filters, sorts, and an optional grouping saved on a list. Use views to switch between different ways of looking at the same records — for example, “Active by owner” versus “All, sorted by last activity” — without rebuilding the filters each time. Views work on any list you can open, including system lists.Saved views belong to the list, not to one user. Anyone who can access the list can see its saved views. The list’s default view also applies to everyone with access.
1
Set up the list the way you want it
Apply the filters, sorts (including multi-column sort), and grouping you want to save.
2
Open the Views menu
Click Views in the list’s toolbar, then choose Create view.
3
Name and save
Give the view a name. If you have permission to change list defaults, you can also turn on Set as default so this view is what everyone sees when they open the list. Click Save.
Apply, edit, or delete a view
Open the Views menu on the list page or the list widget to:- Apply a view — click its name. Click it again to clear back to the base list.
- Edit a view — open the view’s actions and choose Edit to change its filters, sorts, grouping, or name.
- Delete a view — from the editor, choose Delete.
- Set as default — inside the editor, toggle Set as default. This changes what other members see and is restricted to list owners and admins.
A list can have one default view, or no default at all. When a column referenced by a saved view is deleted or changes type, the invalidated filter, sort, or grouping is pruned from the view automatically.
Views, grouping, and My Deals
Only one organizing mode can be applied at a time. Metal shows a toast when it clears one to activate another:- Applying a View clears an ad-hoc grouping and turns off My Deals.
- Turning on My Deals (Active Pipeline only) clears the active view and any grouping.
- Setting a Group by clears the active view.