With the Assign Smart List Collections power-up, you can easily share Smart Lists with your team. This feature helps improve consistency and streamline your team's workflow.

Note: This Power-Up is available on Pro and Platform plans. 

Enable the Assign Smart List Collections Power-Up

The accounts admin users can enable this feature by going to their Intitials/Image in the upper right-hand corner > Power-Ups > turning on Assign Smart List Collections. 

Assign a Smart List Collection

Account Owners and Admins can create, edit, assign, delete, and view all Assigned Smart List Collections. All other roles, including Agents, Team Leads, and Lenders, can only view their assigned collections. Only the creator of a shared collection can remove it.

1. Go to People > Manage in the lower left-hand corner.

2. Select Actions > Assign Collection.

3. Select a Collection > Assign the collection with Everyone, Team(s) or Agent(s).

Note: Agents who are assigned will get access to this collection and all of its smart lists. When assigned, admins will get access automatically.

4. Save Assignments.

5. The assignment will appear within the Assigned Collections section for the assigned users. 

Note: Admin users have access to all assigned collections. 

6. Assigned Collections will appear above Collections and Smart Lists when viewing the people sidebar.