How can I share Contacts using a Smart List?

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.
For more information about how to create a or edit a smart list see How do I create a Smart List?


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


    • Related Articles

    • How do I create a Company Opportunity Smart List

      Note: Only administrators have the ability to create Company Opportunity Lists. If you do not have access to this feature, contact the administrator at your company, or your Mindmatrix consultant, for more information. Go to Setup > Company Smart ...

    • How do I create a Smart List?

      Smart Lists are the tools to dynamically segment your contacts based on their attributes or actions. You can also share all contacts within a smart list with other users -- as long as you have permission. Smart Lists are also used to receive ...

    • What are the contact smart list condition options?

      There are many options to create contact smart lists in Mindmatrix. The outline below explains the options available for the condition filters within the contact smart list. Contact Record Data This option is used to filter contacts based on the ...

    • How do I export contacts, lists, and accounts?

      Posted by The Team at Mindmatrix on 09 September 2015 05:42 AM Exporting contacts into an excel file Step 1: Go to Connections>Contacts Step 2: Select the contacts that you wish to export using check boxes on the left had side of the page. (Note, you ...

    • How do I make a list of contacts that filled out a form?

      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 ...