Lists can be created for People or Company records and can be Public when you want to collaborate with your team or Private if you need to keep a list for your work.
Creating a new List
To create a new List, navigate to your Lists via the left-side panel. From here, choose the correct type of List by selecting Project, People or Company. Then click on the “+” icon in the top right corner of the screen; a right-sided panel will appear.
From here, name your List as well as add a Description (optionally). Once my List is created, select Add Project/Person/Company to begin building out your List.
Viewing Current Lists
Via the left side panel, you can access your Lists.
This index page will show you all of the existing Lists you have access to including information like who created or updated the List last, whether it's a List of Projects, People or Companies, and how many records are in the List currently. Click the name of the List to view and edit the records in that List.
Lists are automatically sorted to show the most updated records at the top.
From here you can search for specific Projects, People or Companies and see which Lists they are currently added to. You also can use the filter slider icon to the right of the search bar to filter via Ownership & Visibility to see My Lists, Shared with Me and Public Lists for your Thrive system. To the right of that icon is the Sorting indicator which allows you to organize your Lists as you’d like.
Associations
Quickly see what Lists a Person or Company is already associated with via their profile.
Navigate to the given Person or Company profile and select Other, then select Associations. At the bottom of this page, you will see all Lists this record is currently a part of that you currently have access to. If a List is private, only the user(s) with access to that List will see that List in this section of the Person/Company record.
Add a person to a list from People
You don’t have to start from the Lists page every time.
From a People index card, person side panel, or full profile, use the Add to List quick-action icon to add that person to a list you can access. Permissions still apply — you’ll only see lists you’re allowed to use.
You can still manage list membership from the List itself (add/remove records, edit list details) as described above.