When a custom list is shared with you, you can take ownership of the list and copy, save, and remove the list by accessing your Lists Hub. You can manage these shared lists with ease, collaborate with other users, and organize and track your leads and accounts.
To copy a shared list:
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Sign in to Sales Navigator.
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Click Lists and access your Lead lists or Account lists page.
- You can also view your Lists Hub by clicking the alert that appears when a list is shared with you.
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Choose the shared list you’d like to copy, click
More to the right of the name, and select Make a copy. - You can also click the Actions dropdown in the top right corner and select Make a copy.
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In the pop-up box that appears, rename the list and click Copy.
To save a shared list:
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Sign in to Sales Navigator.
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Click Lists and access your Lead lists or Account lists page.
- You can also view your Lists Hub by clicking the alert that appears when a list is shared with you.
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Click the Actions dropdown at the top right of the Lists page and select Save all leads / accounts from this list.
Note:
- You can also choose the shared list you’d like to copy or check Select all, click
Add to another list, and save them in My saved lists or My saved accounts. - View your Lists page by clicking the alert that appears when a list is shared with you.
- You can also choose the shared list you’d like to copy or check Select all, click
To remove a shared list:
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Sign in to Sales Navigator.
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Click Lists and access your Lead lists or Account lists page.
- You can also view your Lists Hub by clicking the alert that appears when a list is shared with you.
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From your Lists Hub, find the shared list you’d like to remove, and click on Remove from my lists next to the List name. You can also select Remove from my lists by clicking the Actions dropdown at the top right of the Lists Hub.
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A pop-up box appears. Click Remove to ensure the list is removed.
- Once you’ve removed a list, you can’t access it until the owner of the list shares it with you again.