CRM Call Lists
Sharing a call list with other tribes
Organisation-level lists, sharing with all tribes or a chosen few, and what each tribe sees.
Last updated September 2, 2026
A call list normally belongs to the tribe that built it. A list created at organisation level can be shared out, so head office can run a campaign across the network without rebuilding it in every tribe.
The sharing options
| Option | Who gets it |
|---|---|
| Not shared | Only where it was created. |
| Share with all tribes | Every tribe in the organisation. |
| Share with selected tribes | Only the tribes you pick. |
A shared list is marked as shared by the organisation where a tribe sees it, so a rep knows the campaign came from head office rather than from their own manager.
What a tribe actually works
A tribe works the leads that belong to it. Sharing the list does not hand another tribe your contacts — it hands them the campaign, against their own people.
Running a network campaign well
- Create the list at organisation level and name it so every tribe knows what it is.
- Write the purpose in the description — reps in another tribe have no context otherwise.
- Share it with the tribes that are taking part, not all of them by default.
- Watch the outcomes by rep to see which tribes are actually working it.