How Community & Team Owners Share Contacts in Bulk

*Note: Ensure you communicate your expectations for Community Members to follow up with accepted Contacts.

Step 1

Click on "Contacts" on the system's left side.

Step 2

Create a filter or keyword search for Contacts you want to share with the Community.

Step 3

Click the box to the left of each Contact you want to share with the Community.

Step 4

Click the "More" option across the Contacts banner.

Step 5

Click on the arrow icon for "Share."

Step 6

Click the dropdown menu for "Select Community/Team."

Step 7

Select the Community where you want to share the contacts by clicking on the name.

Step 8

Select how you are sharing the Contacts;

1. All Members assigned to the Contact/s.

2. Round Robin assignment to the Contact/s.

3. Click on a specific Community Member name to assign them all of the Contact/s.

Step 9

Click the blue "Share" button to complete the sharing of the Contact/s or "Close" to abandon the action.

*Note: This will add a "share pending contact" to the Contacts list and the Contact Record within the Activity tab. The Community member must click the "Shared" tab for Contacts to Accept or Decline the shared Contact.

• If a Community Member accepts the Contact/s, the last activity will be updated to "accepted shared contact." The contact information will also be shared with the community members within the Community Contacts tab.

• If a Community Member declines the Contact/s, the latest activity will update to "declined shared contact."