Shareable Bookmarks

Shareable Bookmarks allow users to share saved searches with colleagues and entire teams. 

There are a number of ways this feature can best be used: 

• Helping to onboard a new team member or team.
• Ensuring your entire team has a catch-all search for VIP messages that affect them as a whole (such as an important client or messages from a specific entity).
• Share your searches to cover annual leave or business travel.

How to Share a Bookmark:

Hovering over a Bookmark on the sidebar will display a More Actions option, click this and select the option to Share. 

Choose the person or team you wish to share with and then confirm the sharing of that bookmark.

Receiving a Shared Bookmark:

When you are shared a bookmark, it will appear in your Bookmark Manager under the heading "Bookmarks shared with me".

Open the Bookmark Manager by hovering over Bookmarks to select the settings wheel. To add the shared bookmark to your own Bookmarks click the Bookmark icon.