How to share a saved list with your team member/s

You can share lists with your team members to edit, add, or delete companies/ contacts from the list.

• Click on the Custom Lists icon on the left navigation bar.

• Choose the relevant list you would like to share with a team member.

• Click on the Share icon on the right side of the list’s name .

• Open the drop-down menu and select the team member you would like to share the list with.

• Click on Share.

• If you would like to add more than one team member to the same list, repeat the process.

• To unselect a team member from a list, click on the Share icon and click on X next to the team member’s name.

• Click on Share to save the new settings.