Sales Navigator custom lists can help you target, track, and advance relationships. Sharing your custom lists helps you collaborate more effectively with other sellers at your company. This feature is available with an Advanced or Advanced Plus license.
Important to know
Advanced and Advanced Plus users can share custom lists with other Sales Navigator users at their company.
Custom lists allow you to:
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Grant Can View or Can Edit access to the sellers you share your lists with and collaborate with other sellers on your dashboard.
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Communicate using Notes, and set your notes to
Private or Public. -
Receive alerts when a list is shared with you.
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Sort lists by Last Updated to view recent leads and accounts.
Here are some frequently asked questions about sharing custom lists:
Only users on Sales Navigator Advanced or Sales Navigator Advanced Plus accounts can share custom lists on Sales Navigator. Core users who would like the option to share Custom Lists can view Advanced and Advanced Plus features here.
Learn how to share a custom account list.
Related tasks
You can only share custom lists with other sellers at your company. Sellers who aren't on a dashboard associated with your company can’t view lists at this time.
Here's a tip
If you need to share a list with someone outside of your company, you can try creating a search and copying and sharing the URL for the search.
Related tasks
When you share a custom lead or account list, you can assign View or Edit permissions to each list collaborator.
Learn more
You can edit the permissions for each list collaborator.
Related tasks
You can only share lists you’ve created, not system-generated lists.
No, users with Reporting Only or Admin Only seats can’t view your shared lists because full functionality of the product is required to view shared lists. Admins with full permissions will have complete access to the custom lists shared with them.
If a user shared lists with you, those lists remain viewable even if the user is no longer employed at the company. You can edit the list if the user has granted you can edit access or if you create a copy of the list and own it.
Yes, you can continue to view the lists but they will not be visible to the user after their transfer. You can, however, edit the list if the user granted you can edit access or if you create a copy of the list and own it.
No, you will only receive an alert when a list is shared with you and not when users add a note to your list.
Collaborators and other users can make edits to your custom lists if they copy or save the list onto their dashboard and own it, or if you grant them can view and can edit access.
Yes, you can save leads and accounts to a custom list from within the partner interface if you’re already using any of the select SNAP integrations.
If you delete a list after you’ve shared it with other users, they can no longer view it.
Yes, you can remove lists that are shared with you by clicking Remove from my lists from the Actions dropdown in the top right corner of the Lists Hub page.
If you'd like to view accounts, please click Actions then Save all leads from this list.
If a list is copied or shared, there can be an expected difference between users as profiles that are unlocked for one user may not be unlocked for another. If they aren't unlocked, they won't transfer to the new list.