Can I share a Smart List with my team members?
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:
- What are Smart Lists - Top Lists to Create
- How to Use Smart Lists
- Leads Smart List
- Deal Smart Lists
- The Communication Smart List
- Smart List Templates for Leads, Contacts and Deals
- Save Smart Lists
- Editing Smart Lists
- Filtering in Zendesk Sell
- How do I perform Batch Actions in my Smart Lists?
- How do I Export a Smart List