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.
Questions? Feedback? Your Customer Success team is here to help! Give us a shout at firstname.lastname@example.org for help with how to share your dynamic lists with your team or any other questions you have. Thanks!