Share a list with your team

You cannot give a list to a named teammate yet. This page shows the ways to get its businesses in front of your team.

Send it to where your team works

1. Open Lists in the left rail.
2. Tick the list (or lists, or a folder) in the left panel. A bar appears: "N lists . N businesses".
3. Press Send to....
4. Choose An email campaign (it adds them in Adapt Outreach and drafts wait for approval) or The caller console (it makes one list for your callers with every number we hold). A LinkedIn campaign is marked Not connected yet in this box.

Only the first 300 of each list come through this way, and the box says when it is short. See Lists and folders: the Lists area.

Hand a call list to a team

In the Caller console you can give a list to a calling team. See Send businesses to the Caller console.

Share the file

1. Open the list and press Export.
2. Choose columns and press Download. See Export a list to CSV.
3. Send the file to your teammate yourself.

Exports use your allowance and carry an export reference that traces back to your account. Only revealed businesses go in. Your suppression list is not applied to exports.

Put them in your CRM

A business in your CRM is seen by your team. CRM pages are described in the CRM guides.

Ask your owner or admin

Who else can sign in to the workspace, and in what role, is set by an owner or admin. See Add a teammate and Roles: what an owner, admin and member can do.

What happens next

Your teammate works the businesses in the campaign or console. Replies and call results come back in those areas.

If something goes wrong

If the send box says it is short or a step is Not connected yet, use the export route instead. See Record and search problems, by message.