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On the main menu, click List next to its name.
or secondaryIn a card panel, click the List Name (for example, TC In List).
In the upper-right corner of a workspace, click .
In a workspace panel containing cards, click to expand it into a list.
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Search for data.
Change your view by selecting, adjusting, filtering, renaming, grouping, and sorting columns or reset it to the default view.
Extended lists requiring filters must have results refined to return a complete set of data.
Save user views that are visible only to you.
To open a record, click its row or link. It appears with one or more card panels for navigation.
To add a record, click +.
Export the data to several formats.In Inbox and Market Positions lists, you can flag records with color to highlight levels of opportunity.
Tutorial: Switching Between List and Details Views
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Hover over the search icon. The search bar appears.
Type a search term and then press Enter.
A search term can be a word, a phrase, a portion of a word, or portions of words.
For an exact match, enclose the search term in quotation marks (for example, "MV AKTAIA").
Matching data appears.
To clear the search term, delete it and then press Enter.
Changing Your View
Selecting Columns to Display
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