问题
如何与团队共享智能列表?
回答
当您 创建智能列表时,该列表在帐户中仅对您可见。有两个选项可与同事共享已保存的数据视图:
- 管理员如果想与帐户中的所有用户共享列表,可以 创建一个智能列表模板 。然后,用户可以从其 工作中心 添加模板,以快速引用筛选后的数据列表。
- 导出智能列表 以便与您帐户以外的人员共享数据。使用导出选项可以筛选特定的数据子集,然后将 CSV 文件发送给第三方。
注意:智能列表模板根据每个用户自己的 数据权限显示记录。因此,基于模板的智能列表记录可能因您 Sell 帐户中用户的不同而不同。
有关筛选智能列表的更多信息,请参阅文章: 筛选您的智能列表。
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8 条评论
System
I'd like to propose a change to the current answer:
Be sincere guys, no need to write content for the sake of having content.
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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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Dave Dyson
Thanks, Sonda!
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Flair Customer Support
Thanks, Dave Dyson. I added a feature request. Adam Witek can you review and add functionality as necessary.
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Dave Dyson
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
Adam Witek Agreed.
Dave Dyson thanks for the link. This sounds like a lot of overhead for sharing data.
0
Dave Dyson
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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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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