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How To GuidesCustomer records
CUSTOMER RECORDS / 6 MIN READ

Work from People and shared prospect lists

Find, update, and organize contacts across the full workspace.

Follow the steps

01

Find the right people

Use People search, filters, sorting, and pagination. Results cover the selected workspace, including contacts beyond the first page.

02

Edit a common field

Update phone, job title, owner, lead status, or lifecycle stage inline. Open the contact record for identity details and richer context.

03

Review selected changes

Select explicit rows, choose an owner, status, or category action, and review the count before applying it. Inspect per-person failures if a record changed or access is denied.

04

Save a prospect list

Create a static list from selected contacts or a dynamic list from People filters. Workspace members can use shared lists; owners and admins manage them.

BEFORE YOU MOVE ON

Check the result

The list shows its current count and the intended people; selected-record changes appear only on reviewed rows.

Worth knowing

A prospect list organizes work. It never starts a sequence, creates a task, or sends email by itself.