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Documentation Index

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How-to — task-oriented recipe.

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Overview

Edit record data directly within New Lists using fast, one-click cell editing. This spreadsheet-like experience lets you maintain accurate CRM data without navigating away from your list view, making pipeline updates, data enrichment, and quick corrections seamless and efficient.

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Prerequisites

Permissions Required:
  • All users except Collaborators can edit fields
  • List-specific fields are only editable by users with access to that specific list
  • No changes to editing permissions from Classic Lists
What you can edit
Field TypeUse CasesSingle/Multi Value
Text FieldsCustom text fields, descriptionsSingle only
Number FieldsCustom number fields, Amount, Funding AmountsSingle only
Dropdown FieldsCategories, Industries, Funding StageSingle & Multi
Ranked DropdownStatus, PrioritySingle only
Date FieldsCustom date fields, Last Funding Date, Close DateSingle only
Location FieldCustom location fields, HQ LocationSingle & Multi
Person FieldsCustom person fields, Relational People field, Owners, Source of IntroductionSingle & Multi
Company FieldsCustom company fields, Relational Company field, Current OrganizationSingle & Multi
What you are unable to edit
  • Formula fields (edit the formula itself or source fields instead)
  • Communication fields (Last Contact, Last Email, etc.)
  • System fields (Date Added, Time in Status, Connections)
  • Notes and Reminders (use dedicated panels)
  • Lists field (coming in future update)

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Steps

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Step 1: Navigate to the Cell You Want to Edit

Option A: Using Mouse
  1. Click once directly on the cell you want to edit
  2. The cell transforms into an editor appropriate for the field type
Option B: Using Keyboard
  1. Use arrow keys to navigate to the desired cell (blue outline indicates focus)
  2. Press Enter to open the editor
  3. OR simply start typing to begin editing immediately

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Step 2: Make Your Changes

For Text Fields:
  • Type or paste your text
  • Press Tab to move to the next cell
For Number Fields:
  • Enter numbers using these shortcuts:
  • k = thousands (e.g., “500k” = 500,000)
    • m = millions (e.g., “2.5m” = 2,500,000)
    • b = billions (e.g., “1b” = 1,000,000,000)
    • Scientific notation (e) accepted
  • US locale formatting only (comma not accepted as decimal)
For Date Fields:
  • Type dates in US format: MM/DD/YYYY
  • Also accepted: YYYY/MM/DD, Month Day Year, Month Year, or Year only
  • Shortcuts: “Today”, “Yesterday”, “Tomorrow”
  • Days of the week: Interpreted as the next occurrence of that day
  • Important: If you type “Wednesday” and today is Wednesday, it will default to the following Wednesday
  • Delimiters: forward slashes, dashes, periods, or spaces (must be consistent)
  • Leading zeroes optional
  • Abbreviated years only accepted with month and day (e.g., “4/1/23”)
  • Date defaults:
  • Month only or Month+Year → defaults to 1st day of month
    • Year only → defaults to January 1st of that year
For Dropdown Fields:
  • Click to open dropdown menu
  • Select one or multiple values (depending on field configuration)
  • Type to search within dropdown options
For Location Fields:
  • Type to search using Google Maps API
  • Search by city, region, or country
  • Select from suggested results
For Person/Organization Fields:
  • Type to search within Affinity database
  • Select from results (search currently uses legacy ranking)
  • Can select multiple if field allows multi-values

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Step 3: Save or Cancel Your Changes

To Save:
  • Click outside the cell
  • Press Tab to save and move right
  • Press Enter to save and close editor To Cancel:
  • Press ESC to discard changes and revert to previous value
Important: There is no undo button in Lists. Verify entries before saving.

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Step 4: Navigate to Next Edit (Optional)

Keyboard Shortcuts for Efficiency:
  • When cell is in focus but editor closed: Type any character to immediately start editing
  • Arrow keys: Move between cells (up, down, left, right)
  • Tab: Move right to next cell
  • **Tab + Shift: **Move left to the next cell
  • Enter: Open editor; or close editor and move down to the next cell
  • **Enter + Shift: **Move up to the next cell
  • ESC: Cancel edit and return to previous value
  • CMD/CTRL + ; adds {today’s date} in date fields

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Tips & Best Practices

Editing Efficiency:
  • Tab through cells to update multiple entries quickly without clicking
  • Start typing when cell is focused (no need to click first)
  • Use keyboard shortcuts for number fields (k, m, b) to save time
  • Press Enter to move down after editing for pipeline updates
Data Quality:
  • Use dropdowns over free text when possible for consistency
  • Validate before saving - there’s no undo functionality
  • Fill required fields promptly when Status Triggers activate
  • Check enriched field indicators to avoid overwriting automated data
Known Limitations (Coming Soon):
  • Bulk editing not yet available in New Lists
  • Lists field editing not yet available in New Lists
Validation Notes:
  • Numbers: Only US locale format; alphabet characters not recognized (except k,m,b,t,e)
  • Dates: Only US locale format (MM/DD/YYYY primary)
  • Leading zeroes optional for dates
  • Cell updates immediately upon saving
  • Changes sync across all views of the same list
  • If editing a Status field, any configured Status Triggers may activate
  • Updated data reflects in related charts, dashboards, and reports
  • No page refresh or navigation required

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When to Use This

Field editing is most valuable for maintaining accurate, up-to-date CRM data efficiently. Below are the most common use cases. Quick Data Updates Make fast corrections or updates to record data without leaving the list view. Examples:
  • “I just got off a call and need to update the deal size from 100Kto100K to 150K.”
  • → Click the Amount cell and edit inline
  • “The company just moved headquarters - I need to update their location.”
  • → Click the Location cell and select new location
  • “I need to change the status of a particular deal to ‘Meeting Scheduled’.”
  • → Click the Status cell and update Pipeline Management Keep deal pipeline current by updating stages, owners, and key fields.
Examples:
  • “This deal just progressed to ‘Proposal Sent’ stage.”
  • → Update Status field (may trigger required fields)
  • “I’m taking over this deal from Jane - need to change the owner.”
  • → Update Owners field
  • “Close date moved from Q1 to Q2.”
  • → Update Close Date field Data Enrichment Add missing information to records as you discover it.
Examples:
  • “I just learned who the key stakeholders are, and 2 of them are consultants.”
  • → Add contacts via Person field editor
  • “I have a more precise description of what this company does after hearing the founders present.”
  • → Update Description field