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Share lists with your team
Share lists with your team

Learn how to share lists with your team

Laura van Belleghem avatar
Written by Laura van Belleghem
Updated over a week ago

Our Shared Lists feature is designed to enhance team collaboration by allowing users to share saved lists with their team members.

How to make use of this feature?

Here are the simple steps:

  1. Navigate to Lists.

  2. Open the list you wish to share and click on the People icon in the right-hand corner.

  3. By default, the sharing option will be set to Only Me. Change this setting to My Team.

πŸ’‘ At the moment, only the creator of the list can receive Updates about the companies in the list.

Once you've changed the sharing option to My Team, your list will be visible to all team members. They will be able to add or remove companies and contacts, and rename the list as per their needs. However, to maintain the list's integrity, only the list creator will have the option to delete it.

Start sharing your lists, collaborate more effectively, and take your team's productivity to the next level with the Shared Lists feature.


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