How can I share my smart list?

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9 Comments

  • Flair Customer Support

    Export and share the data? The data is already in the system, why am I exporting data to an excel sheet and then sharing that with another Sell user? I want my coworker to be able to use my smart list to filter *inside* of Sell.

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  • Dave Dyson
    Zendesk Community Manager

    Hi Sondra, have you checked out the ability for admins to create smart list templates? Those can be seen by all Sell users: Creating and using smart list templates

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  • Adam Witek

    @... Agreed. This article needs to be re-written to say "Only admins can built shareable Smartlists"....which by the way is a huuuuuuuge pain point for us.

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  • Flair Customer Support

    @... Agreed. 

     

    @... thanks for the link. This sounds like a lot of overhead for sharing data.

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  • Dave Dyson
    Zendesk Community Manager

    Hi folks, if you haven't already, please let us know your use case in our Feedback on Sell topic, and use the Product Feedback Post Template so our product team gets the information they need to understand your situation. (Then post your link here so the others can upvote and add their own comments there.) Thanks!

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  • Flair Customer Support

    Thanks, @.... I added a feature request.  @... can you review and add functionality as necessary.

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  • Dave Dyson
    Zendesk Community Manager

    Thanks, Sonda!

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  • Ryo Ogochi

    sharing smartlists should be far easier than it is now, which is a terrible experience. 

    here's a feature request : https://support.zendesk.com/hc/en-us/community/posts/4522342054554-Sharing-smartlists-Easier

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  • system

    I'd like to propose a change to the current answer:   

    Answer

    You can't. When you create a smart list, the list is only visible to you in your account...

     

    Be sincere guys, no need to write content for the sake of having content.

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