Creating and sharing lists

Lists are a great tool for pitching new products to buyers or for proposals, such as new By the Glass options. You can create Lists while browsing your portfolio. First, find a product you would like to add to a List. Click on the Add to List Button button in the product details. This will open a dropdown menu where you can select a Sample Sheet or List to add it to. To create a new List, you can enter the name into the field in this dropdown menu and click the Create button. You will see a check mark when the item has been added. If you added an item by mistake, simply click the name of the list to remove it. You will see the check mark disappear, indicating this has been removed. 

New List Browse

 

Note: there is no 'select all' button to add many items into one list. For optimal performance, lists are best with around 50 items or less. If you are looking to share larger parts of your portfolio, click here to learn more. 

When you have added all of the products, click on the Lists button on the navigation bar at the top of the page. To arrange the products in tasting order, simply drag and drop the items in the proper placement. You can customize your List by adding producer or product descriptions custom notes by clicking the More button. 

Add Description

When you are done customizing your list, you can share it in a variety of ways. You can share lists digitally by clicking the Sharing button on the left hand panel. By selecting the Make Public link, you will be able to share the list with anyone. Only members of SevenFifty will see pricing or distribution information. You can always change a list back to private by clicking the Sharing button. 

The Collaborate link will allow you to share this list digitally with colleagues or customers whom you are connected with. Collaborators have the ability to add, remove, and edit notes on the products within a shared list. 

Finally, you can generate PDFs of Lists by clicking on the PDF Options button. Select the customization options you would like on your PDF and click the Generate PDF link. You can save the PDF to your device to either email it or print it. 

 

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