Sharing lists

Share your lists with teammates and clients.

Any list can be shared by link or by email.

Share a list

1. Open the list and click Actions, then Share List.

2. Either:
   • Copy the link and paste it wherever you collaborate, or
   • Under Send to, type a teammate’s name or any email address (press Enter or comma to add several), optionally add a note, and click Send.

Org-wide lists

Instead of sharing person by person, you can make a list visible to your whole organization. Org-wide lists show up for teammates in the save panel (check Show org-wide lists) and in their Saved section, so everyone can add to the same pipeline.

Sharing gives teammates access to view and work the list; only the list’s creator can delete it.

Double-check the address before sending to an external email. If a recipient reports nothing arrived, verify the spelling and re-send, or copy the link and send it from your own email client.