Go to the Hotlist menu.
Select the Hotlist(s) you wish to share.
The Share button is at the top on the ribbon. Select the Hot Lists(s) you wish to share:
Click onto the Add user/team field and type in the name of the user(s) or team(s) you wish to share with:
Select the user(s) and/or Team(s) and allocate them the permissions you wish to give:
Read = read only. That person/team can see your Hot Lists but cannot add or remove contacts
Write = can amend the Hot List.
Delete = if the person has deletion rights in Mercury, they will be able to delete the Hot List, of required.
Append =
Append To =
Assign = this will make the user/team the Owner of the Hot List. There can only be one Owner of a record in Mercury.
Share = this gives permission for the user(s) to be able to Share the Hot List to others.
Click onto Share at the bottom of the window:
Any Hot Lists shared will be listed in the Active Hot Lists View. If the Hot List is assigned to you, the Hot List will also appear under My Active Hot Lists, as the My is referring to the logged in user seeing any Hot Lists where they are the Owner.