How can I share Contacts using a Smart List?
A Smart List is a fluid and dynamic list that is based on conditions or activity. If you’d like to share contacts based on certain conditions, you can use Smart Lists to set automatic sharing of certain contacts that match set conditions or activity mapped out in the Smart List.
Note: Sharing the smart list will only share the contacts with the other users and not the smart list itself. Users need to create a matching smart list of their own to view the list object within their account.
Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your settings and customizations. Contact your platform administrator, Support Team or Consultant for further assistance if you can’t find the selection noted.
Click on My Database > Contact Lists. Select Smart List on the tabs near the top of the dashboard. Then select the list whose Contacts you wish share.
From the "More" drop-down menu, select "Sharing".
Smart List Sharing Options:
A. Override Ownership: When sharing contacts, override any sharing restrictions related to contact ownership.
B. View Users/User Groups
C. View
...All Users/User Groups, Users/User Groups
...All Users/User Groups that you are currently sharing to.
...All Users/User Groups that your are currently not sharing to
D. Toggle Sharing/Unsharing
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