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Lists

What lists are for

A list is a named, live set of accounts, described by filters rather than hand-picked. Track "high-propensity enterprise accounts", "everyone on a trial", or "accounts in Fintech with a buying group forming" — and the list keeps itself current. Every time you open it, Trailspark re-runs its filters and shows exactly who matches right now. Accounts join and leave automatically as they start (or stop) matching; nothing here is a frozen snapshot.

Finding your lists

Lists is in the Database section of the left sidebar, alongside Leads and Companies. It opens the lists hub, where every list your workspace has created is shown with its name and how many conditions it carries (or "All accounts" when it has none).

Creating a list

Click New list to open the dialog:

  • List name — what you'll recognise it by, for example High-propensity enterprise accounts.
  • Who can see this list — Everyone on the team (shared with your whole workspace) or Just me (private to you). Shared lists show a Team badge; private ones show Private.
  • Which accounts belong in this list — the condition builder. Add conditions on account details, product usage, or ICP. Leave it empty to include every account.

Click Create list and Trailspark opens the new list straight away.

The conditions you can use

Each condition is an attribute → condition → value row, and rows combine with AND (an account must match every row). Available attributes include:

  • Account details — Company name, Domain, Industry, Region, Market segment, Employee count
  • Buying group stage and Propensity (High / Medium / Low / Not evaluated)
  • ICP — the ICP the account currently matches
  • Product usage — Plan, Seats (the number of users on the account), Monthly revenue (in whole dollars), and Trial status (On trial, Trial expired, or Converted)
  • Deals — drawn from your synced CRM deals: Deal data (Complete / Unknown), Has an open deal, Open deals, Open deal value, Open deal type, Most recent deal outcome, Won business before, Deals won, and Deals lost. See Account detail for what these mean on one account, and Syncing deals to turn on deal syncing.

A single condition can name several values, which is usually what you want — because rows combine with AND, splitting values across rows would match nothing. For a field you pick from a menu (Industry, Market segment, Propensity, ICP, buying-group stage, Trial status), tick every option you want. For a field you type into (Company name, Domain, Region, Plan), press Enter after each value to turn it into a chip, or paste a comma-separated list like Acme, Globex, Initech and each becomes its own chip.

With is or contains, an account belongs in the list if any of the values fit — the note under the box reads Matches any of these. With is not, the account has to match none of them (Matches none of these). So Industry is Fintech, SaaS builds a list of every Fintech or SaaS account, while Industry is not Fintech, SaaS builds one that excludes both.

These are the same filters used in advanced search and on the Companies list, so a filter you rely on there works the same way in a list — and values work the same way as in your ICP rules.

Reading a list

Opening a list runs its filters and shows the matching accounts in a table:

ColumnWhat it shows
AccountThe account name and domain — click through to its account detail page
IndustryThe account's industry
SegmentThe account's market segment
ICPThe ICP the account currently matches
PropensityThe account's current buying likelihood — a High, Medium, or Low badge, or Not scored when there's no current score (never evaluated, or the previous score is no longer current because the account left the ICP that scored it)

The header shows how many accounts are in the list right now, and results page in batches with Previous / Next. When nothing matches, the list reads "No accounts in this list right now" — they'll appear automatically when they start matching.

Narrowing what you're looking at

Above the table sit two dropdowns — All ICPs and All Propensity — for narrowing the view without changing the list itself:

  • ICP — show only the accounts in this list that currently match one particular ICP.
  • Propensity — show only High Propensity, Medium Propensity, Low Propensity, or Not Evaluated accounts.

These narrow on top of the list's own conditions, so you see the accounts that match both. They're a view setting, not part of the list: nobody else's view changes, and the list's saved conditions are untouched — set either dropdown back to All ICPs or All Propensity to clear it. The narrowed view is held in the page address, so you can copy the link from your browser and send someone the exact view you're looking at.

If you find yourself applying the same narrowing every time you open a list, that's a sign it belongs in the list itself — use Edit list to add it as a condition.

Managing lists

  • Edit list, at the top right of a list's results, reopens the same dialog you created it with — rename it, change who can see it, or change its conditions. Saving re-runs the list immediately; because a list is live, the accounts in it update to match the new conditions straight away.
  • Delete a list from the lists hub. This removes only the saved filters — the accounts, and their leads, signals, and history, are not affected.
  • Visibility is set when you create the list: a Team list is visible to everyone in your workspace; a Private list is visible only to you.

Next steps