Advantages of Sharing Lists with Team Members
Sharing Lists in DataFox is a great way to streamline collaboration and eliminate redundant prospecting efforts.
Users can easily see which companies are tracked in Lists by others on their team, and can even remove these companies from Company Searches by leveraging the 'Other Lists' column!
To use this feature, we'll show you how in this quick tutorial.
Step 1: Locate the list you want to share.
Step 2: Select "Not Shared."
This creates a window prompt and allows you to send invitations to individuals or share the list with your team.
You can also use the sharing options while viewing a list by clicking the Share icon as shown:
Step 3: Share Lists with your team.
To share a list with other members of your team, click the Share With My Team button:
Step 4: Share Lists with specific individuals.
You can share a list with a group of specific people by entering their email address and clicking Send Invitations.
Now your team members will have access to the lists you've created!
Still have questions? Reach out to us at firstname.lastname@example.org.