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)

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.

Reading a list

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

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.

Managing lists

• 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 — the full Companies list, search, and suggested links
• Searching across everything — ⌘K search and the advanced results screen
• Account detail — coverage, scores, and signals for one account
• Managing multiple ICPs — how an account's matched ICP is decided