How to Share Smart Lists With Other Users

Enhance collaboration within your team by sharing SmartLists in Aesthetix CRM. This article guides you through the process of enabling access to your meticulously crafted SmartLists with colleagues, ensuring that everyone on your team can benefit from refined data insights and improved operational efficiency. Perfect for users who value cooperative workflows and shared access to critical resources.

1. Navigate to "Contacts" in your dashboard.

1 Click on "Contacts".

2. Access "Manage Smart Lists" from the options.

2 Click on "Manage Smart Lists".

3. Choose the specific contact you want to share the Smart List with.

3 Click here.

4. Opt to "Share with all users (Global list)" if needed, or select specific users below.

4 Click on "Share with all users (Global list)".

5. Finally, click on "Save" to confirm your changes.

5 Following that, click on "Cancel".

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