Lists, Exports & Filtering

Last updated: April 30, 2026

Content Type: How-To

7.1 Create and manage lists

Lists are manually curated collections of accounts, contacts, or opportunities. Unlike filtered views — which update dynamically as records change — lists are static groups you build and maintain intentionally.

Use a list when...

Use a filtered view when…

You want to manually curate a specific group (e.g., conference attendees, top prospects for this month)

You want a view that always reflects current data (e.g., all deals in Qualification stage)

Membership doesn't change automatically

Membership should update as records change

Create a list via the agent

  • "Create a list of accounts called 'SaaStr prospects'"

  • "Create a contact list called 'Event invites'"

Create a list via the UI

Go to Accounts, Contacts, or Opportunities → Lists in the left sidebar → + New list → name it → Create.

Add records to a list

Via the agent: "Add Acme Corp, Globex, and Initech to the 'SaaStr prospects' list."

Via the UI: open the list → + Add → search for records.

Remove records

"Remove Globex from the SaaStr prospects list" — or open the list and click the remove icon.

7.2 Export CRM data to CSV

You can export accounts, contacts, opportunities, meetings, tasks, and notes to CSV for analysis in Excel, Google Sheets, or any external tool.

Export via the agent

  • "Export all my opportunities to a CSV"

  • "Export all accounts with revenue over $1M to a CSV"

  • "Export contacts from the past 30 days to a CSV"

Exports include all standard and custom field values, plus reference columns for related records (e.g., which account an opportunity belongs to).

What to do with exports

  • Open in Google Sheets or Excel for manual review

  • Import into a BI tool (Looker, Metabase, etc.)

  • Feed back into the agent for Python analysis

  • Modify and re-import to make bulk updates

7.3 Filter and sort accounts, contacts, and opportunities

Filtered views (persistent)

Create a view that stays saved and always reflects current data.

Settings → Accounts / Contacts / Opportunities → + New view → set your filters and sort order → name and save.

Example: filter Opportunities by Stage = Qualification, sorted by Close date ascending. That view updates in real time as deals move through the pipeline.

Agent-based filtering (one-off queries)

  • "Show me all accounts tagged as 'Customer' with ARR over $10K"

  • "Find all opportunities where close date is this month and there's been no activity in 7 days"

  • "Sort my opportunities by last interaction date — most recently active first"

Key filterable fields

  • Accounts: Name, ARR, headcount, industry, customer status, account tier, ICP score, last interaction date, revenue range, funding date, and more

  • Contacts: Last interaction, job function, licensed user status, will-attend-events flag, associated account

  • Opportunities: Stage, amount, close date, last interaction, opportunity type, package, billing term, trial created date, current CRM, and more

See 7.6 for the full filter field reference.