Watchlist Sharing is Now Available
We’re excited to announce a highly requested feature that will transform how you collaborate with your team: Watchlist Sharing! Share your watchlists instantly with any team member in just a few simple steps.
How It Works:
Step 1: Look for the new “Share” option directly from your watchlist.
Step 2: When you click the link, a window will open allowing you to select a team member from your organization.
Step 3: Once you select and click Save, the watchlist will be created for that user with the same name and same contents.
Team Member View
Here’s how the shared watchlist appears from the team member’s perspective once it’s been shared.
Why it Matters:
This feature enables seamless collaboration and ensures your entire team stays aligned on important opportunities and insights. No more manually recreating watchlists or sending lists via email – share instantly with a few clicks.
Get Started Today!
Watchlist Sharing is now live for all users! Please let us know if you encounter any issues with the new sharing functionality.
Ready to try Watchlist Sharing? Log into your Kaleidoscope account and start collaborating more effectively with your team.
