Create List Modal
Overview
The Create List modal appears when you click Create > New list on the Dashboard, or Create new list from any Actions dropdown.
Fields
| Field | Description |
|---|---|
| List name | The name for your new list |
| Share with | Visibility setting: Private, Team, Coworker, or Everyone |
Advanced Options
Expand the Advanced Options section to configure:
| Option | Description |
|---|---|
| Successful list action | What happens when a company is qualified — select from available actions (e.g., move to another list) or “No Actions” |
| Unsuccessful list action | What happens when a company is ignored — select from available actions or “No Actions” |
| Claimed by owner | Toggle to restrict list items to the assigned owner only |
| Sort order | Default sort for companies in this list: Alphabetic, Revenue, Employees, or Goava Score |
Actions
- Cancel — Close the modal without saving
- Save — Create the list with the configured settings
Related guides
- Managing Lists — Full list creation walkthrough
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