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Lists
You can quickly navigate to Lists using G then L.
Learn more about all shortcuts here.
The Lists feature in Spott lets you group records into custom collections across Candidates, Contacts, and Companies. Lists are ideal for keeping track of important records, such as a hotlist of highly placeable candidates. Unlike Views, Lists remain static until you explicitly add or remove items, while still supporting filtering, exporting, and saved views.

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Create a new List

1

Open the Lists page

At the top of the page, you will find the New List button along with Lists you have already created.
2

Choose an entity type

When creating a new List, select one of the following types:
  • Candidates
  • Companies
  • Contacts
Choose List type

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Work with a List

Once inside a List, you can manage its contents and configuration in several ways.

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Add items to a List

You can add records to a List in multiple ways:
  • Manually, by clicking Add items in the top right and selecting records directly in Spott
  • By importing a CSV file, to bulk add records
Add items to List

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Export a List

Lists can be exported to Excel, making it easy to share data or work with it outside of Spott.

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Filter and save views

Lists support the same filtering and usability features you are used to on record pages. You can apply filters and save views for quick access.

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Lists vs Views

Lists are best suited for static collections of records you want to reuse or share. Views on record pages are dynamic and automatically update when records match or stop matching filters. Lists do not change unless you manually update them. For example, you might create a List containing a curated shortlist of candidates you want to focus on this quarter, even if those candidates no longer match a specific filter.

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Manage List settings

You can update List settings at any time:
  • Change the name of a List
  • Duplicate a List to create a new one based on an existing setup
  • Control visibility via the three dot menu, choosing whether a List is visible only to you or to your entire organization