Owners and Admins can set their teams up for success by sharing targeted smart lists created for certain team members in your account.

Share lists in just a couple of clicks so team members can focus clearly on the leads within their area of responsibility, without the clutter of seeing leads assigned to other teams.

This is perfect for:

• Creating targeted follow up parameters for your agents.
• Sharing optimized Call Lists.
• Helping team members get set up with long-term engagement techniques.

Sharing a New Smart List

1. Go to the People tab

2. Add the desired Filters > Save List

3. Name the smart list > Select desired Team(s) or User(s) > Save

Remember: Lead viewing permissions still apply. Agents and lenders will only see the leads assigned to them within each smart list, whereas admins will see all leads. 

Changing Sharing Permissions for Existing Smart Lists

1. Go to People > Manage Lists

2. Select the Text within the Shared column for the desired smart list

3. Check or uncheck the desired Team(s) or User(s) > Save

Remember: Lead viewing permissions still apply. Agents and lenders will only see the leads assigned to them within each smart list, whereas admins will see all leads.