Lists and Views
Views
A View is a saved, dynamic filter applied to Records. Unlike a List, a View is always live — it re-evaluates against the current state of Records every time you open it, so new records that match the filter will automatically appear.
What It Does
Saves a set of filters as a named, reusable view of Universe
Automatically includes new records that match the filter criteria
Automatically excludes records that no longer match (e.g. a company moved out of Florida)
Useful for territory-based selling, scoring segments, or any dynamic grouping
Common Use Cases
All companies in a given state or territory — updates as new companies are added
All A-grade accounts based on a scoring field — updates as scores change
All companies missing a phone number — shrinks as enrichment fills gaps
All companies from a specific CRM source
How to use views:
Step 1: Navigate to Records and Companies
Access the Orbital dashboard.
Click on 'Records' and then select 'Companies'.
The default view 'All' will display all records from your CRM.
Step 2: Apply Filters to Create a Custom View
Choose a filter to narrow down records (e.g., 'Website is not empty' and 'State is Texas').
Review the filtered results.
Step 3: Save the Custom View
Select all filtered records.
Click on the dropdown menu and choose 'Save to a new view'.
Name your view (e.g., 'My Accounts') and click 'Create View'.
Confirm that the new view displays the selected records.
Step 4: Manage Views
To pin a view, select the view and click the ‘star’ next to the name.
To delete, duplicate, or edit a view, use the respective options available.
Step 5: Switch Between View Types
To change the view type, click 'Edit View'.
Select 'Map View' or 'Table View' as needed and click 'Apply'. Refresh the page to see your changes.
Lists
About:
Lists are static. When you create a list, it captures the current set of companies, people, or locations at that point in time. The contents do not automatically update as the underlying data changes.
You can create a list from a filter. This includes all records matching that filter at the time the list is created.
You can also upload a CSV to create a list. This includes only the records in that CSV.
Lists are useful for sales rep book assignments, custom reporting, and other fixed sets of records.
If you need a dynamic view that updates as the universe data changes, use a view instead of a list.
Common Use Cases:
Assign a book of business to each sales or post-sales rep.
Capture a one-time CSV upload of target accounts.
Store the output of a specific campaign or outreach batch.
Group accounts by contract, tier, or lifecycle stage for manual management.
How to use Lists:
Step 1: Create a List
Lists are static and do not update automatically.
There are 2 ways to create a list:
Export to a list from a view or a set of records OR
Navigate to 'Lists'→ Click the plus icon to create a new list.
Name your list and confirm the creation.
Choose to start from a filter, an empty list, or upload a CSV.
Step 2: Apply Filters to the List
If starting from a filter, apply the desired filters to match records.
Click 'Create List' to finalize the list.
Step 3: Manage Lists
View all created lists in the left sidebar.
Options to delete or apply new filters to existing lists are available.
Cautionary Notes
Ensure that filters are correctly applied to avoid missing important records.
Remember that lists are static; any changes in the records will not reflect in the lists unless manually updated.