Views:

What

How to share a Hot List with your colleagues and other users or teams within your organisation.
 

Where

Home > Hot Lists
 

How

1. Go to the Hotlist menu.
2. Select the Hotlist(s) you wish to share.
3. Click Share in the top navigation ribbon.


 

4. Click onto the Add user/team field and type in the name of the user(s) or team(s) you wish to share with:

 
 

 

5. Select the user(s) and/or Team(s) by selecting the blue check-box, allocate permissions, then click Share

 

Permissions

Read: User/team can view your Hot Lists but cannot add or remove contacts (i.e. read only).

Write: Can amend the Hot List.

Delete: If the person has deletion rights in Mercury, they will be able to delete the Hot List.

Append To: Allows other users, who also have the Read, Write and Share permissions, to add an existing contact to the Hot List.

Assign: Makes the user/team the owner of the Hot List. There can only be one Owner of a record in Mercury.

Share: Gives permission for the User(s) to share the Hot List to others.
 


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