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