How To Share A Smart List

Created by Belinda Henry, Modified on Sat, Jul 8, 2023 at 4:00 PM by Belinda Henry

How To Share A Smart List

Smart Lists are a great way to organize contacts, by filtering your contacts to create ‘lists’ and selecting what data you wish to see for each list.

Here's how to share a Smart List:

Manage Smart Lists - How To Share A Smart List - Step 01

Click "Contacts"

Manage Smart Lists - How To Share A Smart List - Step 02

Click "Manage Smart Lists"

Manage Smart Lists - How To Share A Smart List - Step 03

Click the "Share smart list" icon.

How would you like to share your smart list?

Share with all users (Global list)
Share with an admin user
Share with a non-admin user

A global list is created when a smart list is shared with all users.

A global list will always remain shared with all administrators.

Only an administrator can change filters in a global list and can delete a global list.

Manage Smart Lists - How To Share A Smart List - Step 04

Select the checkbox next to "Share with all users (Global list)"

Manage Smart Lists - How To Share A Smart List - Step 05

Manage Smart Lists - How To Share A Smart List - Step 06

You should see the "Global List" icon next to the list you just shared.