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How to share my Investor List with my organization
How to share my Investor List with my organization

Share Investors List | List sharing | Organization

Muiread Heffernan avatar
Written by Muiread Heffernan
Updated over a year ago

You can share your saved list with fellow team members inside your organization. You and your colleagues will be able to edit the list (remove company(s), add company(s), update list title name, add notes, etc.) as necessary.

Go to the Lists tab on the navigation bar > click the 'share' icon on the right-hand side and your colleagues will have access to your investor list. (Just click on the 'share' icon again to make your list private. You will see the 'Access' column update from 'Shared' to 'Private').

  • Once you've shared a list with the members in your organization, the access column will update from 'private' to 'shared' letting you know that your list is now accessible within your organization.

Example

Shared investor list with organization

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