# Lists

> Source: https://docs.trailspark.ai/accounts-dashboard/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](https://docs.trailspark.ai/accounts-dashboard/account-detail#opportunities) for what these mean on one account, and [Syncing deals](https://docs.trailspark.ai/crm-integration/connecting-hubspot#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](https://docs.trailspark.ai/accounts-dashboard/search) and on the [Companies](https://docs.trailspark.ai/accounts-dashboard/browsing-accounts) 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](https://docs.trailspark.ai/icp-creation/icp-eligibility-qualification).

## Reading a list

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

| Column | What it shows |
| - | - |
| **Account** | The account name and domain — click through to its [account detail](https://docs.trailspark.ai/accounts-dashboard/account-detail) page |
| **Industry** | The account's industry |
| **Segment** | The account's market segment |
| **ICP** | The ICP the account currently matches |
| **Propensity** | The 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

- [Browsing accounts](https://docs.trailspark.ai/accounts-dashboard/browsing-accounts) — the full Companies list, search, and suggested links
- [Searching across everything](https://docs.trailspark.ai/accounts-dashboard/search) — ⌘K search and the advanced results screen
- [Account detail](https://docs.trailspark.ai/accounts-dashboard/account-detail) — coverage, scores, and signals for one account
- [Managing multiple ICPs](https://docs.trailspark.ai/icp-creation/managing-multiple-icps) — how an account's matched ICP is decided