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How to Share Smart Lists with Your Staff Members in Pest AI | Pest AI

All collectionsContactsManage Smart ListsHow to Share Smart Lists with Your Staff Members in Pest AI

How to Share Smart Lists with Your Staff Members in Pest AI

This article provides a detailed tutorial on how to share smart lists with your staff members using Pest AI. Learn the steps to ensure your team has access to the necessary data, improve collaboration, and streamline your pest management operations. Ideal for managers and team leads looking to enhance information sharing within their organization.

1. Click 'Contacts' to start.

1 To begin, click here.

2. Now, select 'Manage Smart Lists'.

2 Next, click on "Manage Smart Lists".

3. Choose the share option next.

3 Then, click on "All".

4. Close the current view by clicking '×'.

4 Click on "×".

5. Click on the share icon afterwards.

5 Afterwards, click on the element.

6. Select the desired member to share with.

6 Click here.

7. Finally, click 'Save' to finish.

7 Now, click on "Save".

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