Sharing smartlists Easier

3 Comments

  • Ben

    Hi Ryo Ogochi this post here might also be relevant to your needs https://support.zendesk.com/hc/en-us/community/posts/4408867843354-Master-Smart-Lists 

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  • Katarzyna Kurzyńska - Madej
    Zendesk Product Manager

    Hi Ryo Ogochi,

    Thank you very much for your feedback. Sharing smart lists isn't one of the areas of focus for the current development cycle, but it could be considered in the future. 

    Could you tell me a bit about why/in what situations you need to share your smart lists with your teammates? I want to make sure that I understand your need correctly, without my assumptions getting in the way. 

    Thanks,

    Kat

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  • Ryo Ogochi

    if i wanted my SDRs to go after a certain cohort of leads for example, I want to create a smartlist and share them. templates is completely inadequate because a) I need to start from scratch instead of working off of existing smartlist (waste of time), and b) my SDRs can change the template as they like and I have no idea.  As a team we need to be looking at a same dataset. This is a minimal requirement. 

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