Add a Shared Group

The Shared Group feature enables you to share the contents within your Group internally (with people inside your company) or externally (with Prospects, Leads, Opportunities, or Customers).

You can create a new Shared Group in two ways:

• Share an existing Group that you previously created, that already has Assets in it
• Create a new Group, add Assets to it, then share it

Note  The Shared Group tool is a premium feature the imSMART platform that may not be visible in your application. To learn more, talk with your Application Administrator.

Share an Existing Group

If you want to share an existing Group (that you previously created), follow these steps:

1. Go to Groups. (By default, you will see the My Groups tab.)
2. Click on the Group Name that you want to share.
3. Click on the Share icon.
4. Select an option:
   • Share to Community
     • This option enables you to share the group with people at your company.
   • Email
     • This option enables you to share with potential or existing Customers.

Create a New Shared Group

To add a completely new Shared Group, follow these steps:

1. Go to Groups. (By default, you will see the My Groups tab.)
2. Click on the Add New Group button.
3. Enter your group name.
4. Click Save.

Now that your new group is created, go to the Home or Library screens and Assets to it. You can now return to your Group and share it by following the steps outlined above.

Related Topics

• Add Assets to Quick Groups
• Share a Quick Group