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The Lists feature on SevenFifty allows you to create collections of products from your portfolio that can be shared with colleagues or customers.
Lists are a great tool for:
- Pitching new products to buyers
- Creating proposals such as new “By the Glass” options
- Creating collateral for market visits and events
- Facilitating social media engagement with shareable hyperlinks
Lists can be found under the Presentations tab on your home screen:
Creating Lists
There are three ways to create a new list of products:
1. Create a new list from the Presentations tab:
- Click on the ‘Add a list’ button in the upper right corner.
- Name your new list.
- Add items by searching for products in the search bar.
2. Create a list or add to an existing list as you search:
- Search for a product using the Browse tab.
- Click on the 'Add to list' button included on each product in your search.
- Add to an existing list or click ‘Create’ to start a new list.
3. Bulk add products to a list:
- Use the search bar or filters to return desired items.
- Click the ‘Add first 50 to list’ button. This will add the first 50 search results to a new or existing list.
Customizing Lists
Once a list is created, you may customize its contents and configurations in several ways:
- Sort: Items will automatically be sorted by most recently added but can be moved around by dragging and dropping them.
- Rename: Use the Rename setting to give the list a new name after it has been created.
- Copy: Use the Copy setting to make a duplicate of an existing list.
- Archive: The Archive tool organizes your lists into the archive tab after they are created.
- Notes: Custom notes can be added to a product, or you can select to add information 'About the product', 'About the producer', or 'Distributor notes'.
Sharing Lists
Once a list is created, it can be shared in a number of ways:
- Use the Share List option
- Create a PDF
- Create a shareable link
Using the Share List option
This option allows you to designate whether the recipients are view-only or whether they will be able to collaborate on the list as editors. Note the following:
- Editors can see who else is shared on the list.
- Viewers can view who created the list.
- Buyers on Provi view lists as rep recommendations, once they use the QR code or link that accompanies the shared list, they can add products directly to their shopping carts on Provi.
Creating a PDF
Click the PDF options button. Then 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 or print it.
Creating a Shareable Link
Lists can also be shared digitally via a shareable link. Click ‘Get shareable link’ on a list’s menu bar. Three links will appear, the first to be shared with buyers, which they’ll view as a rep recommendation on Provi. The second to be shared with reps/colleagues at your current distributor company. Third, is only applicable if your company has a Custom Storefront, this list can be viewed by anyone but they’ll have to login in order to see product pricing.
Managing Lists
The Lists tool allows you to navigate between your lists and other users’ lists as they are shared. Each tab within the Lists tool is defined below:
- All: Displays all lists created within your company
- Your Lists: Includes only the lists you have created
- Shared with You: Displays lists shared with you by a colleague or account
- Archived: Displays lists that are archived
Archiving and Deleting Lists
To manage your collection of lists, move them from the All or Your Lists tab to the Archived tab by clicking on the archive icon. This "soft delete" option allows you to maintain a cleaner view of current lists while still having access to older lists for reference. Permanently delete lists by using the trash can icon.
Click here to learn about how to send your Lists through the Rep Recommendations feature.
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