How to Share a Smart List with Your VA

This guide helps users share their Smart List with their VA or admin. Please note that only users with the Admin role can share and modify a Smart List.

Steps:

1. Go to Contacts and click the three dots.

  1. Select Manage Smart Lists, then choose the Smart List you want to share.

  1. Click Share.

  1. Select the Admin or VA you want to share it with, then click Save.

Quick note: Make sure you’re careful when giving access, as users with permission can also make changes to the Smart List.

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