Share Your Dynamic List(s)
You can now share Dynamic Lists with your team, similar to the way you would share any other list in DataFox.
From a prospecting or sourcing perspective, this is a great opportunity to create territory lists and share them with your team. This also ensures that when a dynamic list is updated, the changes are spread to every team member and no additional action is needed.
- Go to the Dashboard.
- Locate the "Not Shared" button and icon.
- Select this icon. A window will appear, giving you several sharing options.
- You can select Share With My Team, or, send individual invitations.
With this function, you can send invaluable Dynamic List information to team members within minutes.
Questions? Feedback? Your Customer Success team is here to help! Give us a shout at email@example.com for help with how to share your dynamic lists with your team or any other questions you have.