A list is a view that displays a collection of records within a module, which is often filtered or organized based on specific criteria. The newly created list does not appear in the Lifecycle or Conversion dropdowns. This is because:
- The Lifecycle dropdown is based on a picklist field, and only values defined within that field will be shown.
- The Conversion dropdown is specifically used for converting a Lead into a Contact, Organization, or Deal, and is not tied to custom list views.
To learn more about adding a list,
click here.