Every CTD list is private by default. Once you share it, teammates can view the same companies or people, see warm paths from anyone on your team, and collaborate on status — all in real time.
How to share a list
Open any list and click Share in the top-right corner. You have two options:
- Share with specific people — enter teammates by name or email. They'll see the list in their own CTD account.
- Share with your whole company — anyone in your CTD workspace can find and view the list.
Walkthrough
Collaborative editing
Anyone with access to a shared list can:
- Add or remove companies and people
- Move items between columns in Board view
- Leave notes on individual entries
- Apply filters and persona overlays in Paths view
Changes are visible to all collaborators immediately — there's no save or publish step.
Use cases
Sales team working a target account list
A VP of Sales creates a static company list of 150 target accounts and shares it with the full sales team. Each AE opens the list, switches to Paths view, and filters to their own region. They can see which of their personal connections reach into each account, then request intros or send ghost emails directly from the list — without ever touching a spreadsheet.
Event team coordinating conference outreach
A partnerships team creates a people list of 80 speakers and executives attending an upcoming conference. They share it with the events team and switch to Board view with columns: "Invited," "Accepted," "Attending," "Declined," and "Follow up." Anyone on the team can drag a contact between columns as responses come in, so the whole team has a live picture of who's coming.
VC firm tracking portfolio-adjacent companies
A partner creates a dynamic company list targeting Series B SaaS companies in fintech, then shares it with the entire partnership team. Each partner sees the list's Paths view populated with their own warm connections to founders and executives at those companies — enabling coordinated outreach without duplicating effort or stepping on each other's relationships.
Recruiting team sharing a candidate pipeline
A recruiter builds a static people list of engineering candidates sourced from LinkedIn and shares it with the hiring manager. Both see the same warm paths — the recruiter's connections and the hiring manager's — making it easy to identify who has a genuine relationship with each candidate before reaching out.