How to share a shortlist with team members internally

Step 1: Click Shortlist Page

Start by opening your browser and navigating to access the shortlist creation portal.

Step 2: Select your team

Select the team's account from the dropdown menu in the upper right corner. To share internally, you must be logged into your team's account.

Step 3: Click View All Shortlists

You can view all the shortlists by clicking the View All Shortlist button.

Step 4: Select Shortlist ID

Tick the box to select the shortlist you wanted to share.

Step 5: Click Close

To exit the dialog box, click Close.

Step 6: Click the Share Button

On the upper right corner, locate and click the Share button.

Step 7: Search by Name or Email

Type the recipient's name or email address.

Step 8: Click the Name and Share

Choose the appropriate list from the dropdown menu and click the name to share the shortlist.

This guide will walk you through the steps to share a shortlist with your team members internally using the Topline portal. Follow each step carefully to ensure you complete the process correctly.