When you share a custom lead or account list, you can assign View or Edit permissions to each list collaborator. Sharing lists helps you collaborate with other sellers at your company.
Important to know
Advanced and Advanced Plus users can share custom lists with other Sales Navigator users at their company.
Prerequisites
Before you edit list sharing permissions for collaborators, you’ll need to share the list:
Edit permissions for collaborators
To edit the permission type for someone you’ve shared a list with:
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Sign in to Sales Navigator.
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Locate the lead or account list from the Leads or Accounts tab in the top menu.
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From the custom list, click the Share button. Keep in mind that you can only share lists you’ve created, not system-generated lists such as your Recommended Leads list.
- For a lead list, click the
Share button to the right of the list. - For an account list, click the
More menu in the upper-right corner and select Share list from the dropdown menu.
- For a lead list, click the
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A dialog will show the list collaborators and their assigned permissions. To change a collaborator’s permissions, click the dropdown menu next to the collaborator’s name and select Can edit or Can view.
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Click the Done button.
Related tasks
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