Can I share a Smart List?

Question:

Can I share a Smart List with my team members?


Answer:

While you cannot share Smart Lists directly, you can create 'Smart List templates' that all team members can access. They can then apply the template and save their own Smart List.

Additionally, please note that since Smart Lists are living lists, if certain team members have access to certain contacts and not others, the list will reflect that. 

Here is our guide on Smart List templates: Smart List Templates for Leads, Contacts and Deals

 

 

Other Smart List Resources: