> For the complete documentation index, see [llms.txt](https://docs.zero.inc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zero.inc/getting-started/key-concepts/lists.md).
# Lists
A list is a named collection of records of one type — companies, contacts or deals. Lists are how you carve the workspace up for a team, a campaign, an agent or a report. A record can sit in any number of them, and adding or removing it never changes the record itself.
## Regular and Dynamic lists
The choice you make when creating a list is who decides membership.
* A **Regular list** holds what was explicitly put in it — by you, an import, an agent or an API call.
* A **Dynamic list** holds whatever currently matches its filters. It runs against every record of its type in the workspace: records appear when they start matching and disappear when they stop.
Because a dynamic list has no stored membership, there is nothing to add to or remove from. The bulk toolbar hides **Remove from the list**, and the MCP `add_*_to_list` / `remove_*_from_list` tools return an error. To change what it shows, edit the view filters and click **Save for team**.
You can switch a list between the two from its **⋯** menu with the **Dynamic list** toggle: turning it on ignores the stored membership in favour of the filters, turning it off brings the membership back. Dynamic lists carry a **Dynamic list** badge next to their name.
## Companies, Contacts and Deals
The **Records & Lists** panel in the sidebar opens with a **Records** group holding three fixed entries — **Companies**, **Contacts** and **Deals** — which show every record of that type.
They are not lists. You cannot rename, pin, duplicate or delete them, there is no membership, and **they have no views**: each has a single layout, and it is yours alone, saved with **Save for me** rather than for the team. Everything else works as on a list — **Order by**, the **Options** menu, **Properties**, the add-record button, the selection toolbar, **Import & Export**. Treat them as the "everything" starting point and make lists for the subsets you actually work in.
## Creating a list
Open **Records & Lists** in the sidebar, click the **+** next to the **Lists** heading and choose **New list**. In the dialog:
1. Enter a name (for example "Sales Pipeline") and optionally pick an icon and color.
2. Under **What are you looking to track?** choose **Companies**, **Contacts** or **Deals**. This cannot be changed later.
3. Under **List type** choose **Regular list** or **Dynamic list**.
4. Under **Choose layout** pick the layout of the list's first view. A **Board** layout also needs **Group items by**; for deals grouped by stage you pick the **Pipeline** as well.
5. Click **Create new list**.
The list opens with a single view named **Main view**. Agents and MCP clients create lists with `add_list`, passing `addRecordIds` for a regular list or `filters` for a dynamic one.
## Adding and removing records
Regular lists only.
* **From a record page** — the **Lists** section shows which lists a record is in. Click its **+**, or **⋯ → Add to list** in the header, to pick more; removing a list there takes the record out of it.
* **In bulk** — select rows anywhere and use **Add to list or sequence** in the floating toolbar. Inside a regular list the trash button offers **Remove from the list** alongside **Delete records**.
* **Import** — **⋯ → Import from CSV** inside a list creates or matches the records and adds them to it.
* **Agents** — an agent can add records to a list as an action, and the trigger **Record is added to a list** fires when one joins. See [Agents](/features/agents.md).
* **MCP and API** — `add_companies_to_list`, `add_contacts_to_list`, `add_deals_to_list` and their `remove_*` counterparts, with a `listId` from `list_lists`. See [MCP](/developers/mcp.md). Through REST, membership is the record's `listIds` array.
Deleting a record removes it from every list; removing it from a list leaves the record alone.
## Working with selected records
Tick one or more rows and a toolbar appears at the bottom with the count, a **Clear selection** button, and the actions that apply:
* **Add to list or sequence** — an existing list, or type a name to create one. For contacts the menu also lists your sequences.
* **Add task** — opens the task composer with the records attached.
* **Send messages** — composes an email to the selection. On companies and deals it goes to their related contacts, and the tooltip says how many.
* **Trigger agent manually** — runs an agent over the selection. Shown only if an agent with a manual trigger exists for that record type.
* **Run AI property** — computes one of the view's AI properties for the selected rows.
* **Run enrichment** — companies and contacts only, with the cost shown before you confirm.
* **Merge records** — needs at least two selected. See [Merging Duplicates](/settings/merging-duplicates.md).
* **Remove…** — inside a regular list this splits into **Remove from the list** and **Delete records**. Everywhere else it is just **Delete records**. Deleting always asks first.
## Organising the sidebar
The **Records & Lists** panel shows every list, searchable by name.
* **Folders** — **+ → New folder**, then drag lists in. A folder's **⋯** menu offers **Add list**, **Rename** and **Delete**. Deleting a folder also deletes the unpinned lists inside it (the confirmation names them), so move anything you want to keep out first.
* **Pinning** — hover a list and click the pin, or use **Pin to sidebar** on the list page. **For everyone** pins it for the workspace; **Only for me** is personal. Pinned lists sit at the top under **Pinned lists** and can be dragged into your own order. **Unpin only for me** hides a workspace-pinned list from your sidebar without touching anyone else's.
* **Rename / Delete** — in each list's **⋯** menu.
## The list ⋯ menu
On a list page, the **⋯** next to the add-record button holds:
* **Import & Export** — **Import from CSV**, **Export as CSV** and **Import/Export history**. See [Exporting data](/settings/exporting-data.md).
* **Dynamic list** toggle — see above.
* **Duplicate list** — creates " (copy)" with the same type, filters and views; a regular copy starts empty.
* **Delete list** — deletes the list and its views. The records stay in the workspace.
Next to it, **Pin to sidebar** pins or unpins, and **Properties** controls the current view's columns.
## Lists, views and pipelines
A list decides *which* records are included; its [views](/getting-started/key-concepts/views.md) decide *how* you look at them, and a list can have several. For deals, a **Board** view grouped by **Stage** is a pipeline board — its columns come from the pipeline you pick, and the stages themselves from **Settings → Workspace → Pipelines** (see [Pipelines](/settings/pipeline-stages.md)).
New workspaces start with a **Sales** folder and a few starter lists, such as **Sales Pipeline**. They are ordinary lists: rename, reconfigure or delete them.
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