How to collaborate with your sales team in Lusha shared lists feature

If you’re in sales or marketing and you’ve ever lost track of a lead—or fought with a teammate over who contacted who—you know the pain of bad collaboration. Lusha’s shared lists promise to fix that. But let’s be honest: most “collaboration features” are more hassle than help if you don’t use them right. Here’s a no-nonsense guide to using Lusha shared lists so your team actually works together (and doesn’t just step on each other’s toes).

Why Shared Lists Matter (And When They're a Waste)

Shared lists in Lusha are exactly what they sound like: lists of leads and contacts that everyone on your team can see and edit. When used well, they help you:

  • Avoid duplicate outreach: Stop two reps calling the same lead.
  • Share research: Everyone can see notes, status, and key info.
  • Keep things moving: Handoffs and follow-ups don’t fall through the cracks.

But here’s the catch: If your team isn’t on the same page about how to use shared lists, you’ll just end up with a messier version of your spreadsheets. So before you dive in, make sure you actually need to collaborate on lists—and set some ground rules. (More on that later.)

Step 1: Set Up Your Team for Success

Don’t skip this. If you just invite people and hope for the best, you’ll get chaos. Take five minutes to get organized:

  • Decide who needs access. Not everyone needs to see every list. Stick to folks who’ll actually be working those leads.
  • Pick an owner for each list. Someone needs to drive updates and keep things tidy.
  • Agree on naming conventions. “Q3 Midwest SMBs” beats “Sarah’s List 2.” Trust me.

Pro Tip: If your team’s more than five people, write your rules down somewhere—Google Doc, Slack, wherever. People forget.

Step 2: Create Your First Shared List

Here’s how to get going:

  1. Log in to Lusha.
  2. Navigate to the “Lists” section.
  3. Hit “Create List.” Name it something obvious.
  4. Select “Share with Team” or add specific teammates.

You can add leads from search results, the Lusha extension, or upload them in bulk (CSV, for the spreadsheet crowd).

What works: Bulk uploads are a time-saver if you’re pulling from trade show lists, or scraping LinkedIn.

What doesn’t: Don’t dump your entire database into one list. You’ll lose track of who’s doing what, and it’ll slow Lusha down.

Step 3: Add and Organize Leads

Now it’s about keeping things clean:

  • Add notes for context. A quick sentence (“Met at SaaStr, interested in demo”) saves headaches later.
  • Tag or segment leads. Use Lusha’s tagging or custom fields to sort by region, industry, or priority.
  • Set status fields. Mark who’s been contacted, who’s warm, who’s a dead end.

Ignore: Overcomplicating things with too many tags or custom fields. You want “Easy to find, easy to update”—not a second job.

Step 4: Share and Communicate (The Right Way)

You’ve got a list. Now, make it collaborative:

  • Share with the right people. Only folks who need to work the list should have edit rights. View-only for execs or outsiders.
  • Use @mentions and comments. Not Lusha’s strong suit (it’s not Slack), but quick notes can point teammates in the right direction.
  • Update regularly. If you’re working a lead, mark it. If someone else takes over, leave a quick note for them.

What works: Weekly check-ins—either in Lusha or, honestly, just in your team meeting—keep everyone honest.

What doesn’t: Relying on Lusha alone for all communications. Use Slack, email, or your regular standup to talk through edge cases.

Step 5: Avoid Common Pitfalls

Every tool has its quirks. Here’s what to watch for:

  • List bloat: Too many old or duplicate leads? Archive or delete them. Don’t let lists become a junk drawer.
  • No accountability: If everyone can edit, no one feels responsible. Assign an owner for each list.
  • Unclear next steps: If you don’t track status or next action, leads go cold. Build a habit of updating after every touch.

Pro Tip: Once a month, spend 10 minutes cleaning up lists. Archive the stale stuff. It’s not glamorous, but it works.

Step 6: Integrate with Your Workflow (Don’t Force It)

Lusha plays nice with some CRMs (like Salesforce, HubSpot), but not all features sync perfectly. Here’s the real deal:

  • If Lusha is your main source of truth: Shared lists work great. But don’t expect deep CRM-level automation.
  • If you use a CRM: Treat Lusha lists as working lists—once a lead is qualified, push to CRM. Don’t double-enter notes or statuses unless you have to.
  • Exporting: You can export lists to CSV. Handy for reporting or if you need to back things up.

Ignore: The urge to make Lusha do everything. It’s for prospecting—not full sales cycles or pipeline management.

Step 7: Keep It Simple and Iterate

The best teams treat their shared lists like living documents:

  • Review what’s working, and what’s not, every couple of weeks.
  • Don’t be afraid to scrap a messy list and start over.
  • Ask your team what actually helps them close deals—then adapt.

If something’s slowing you down, drop it. The point is to help your team move faster, not add extra steps.

Quick Tips for Real-World Use

  • Use lists for specific campaigns or segments, not your entire database.
  • Document your process for new hires—they’ll thank you.
  • Don’t rely on Lusha for in-depth analytics. It’s a prospecting tool, not a BI platform.
  • Backup important lists if you’re worried about losing data.

Final Thoughts

Collaborating with your sales team using Lusha shared lists isn’t rocket science, but it does require some discipline. Keep things organized, talk to your team, and don’t be afraid to keep it simple. The goal is to help your team stay focused on selling—not fighting with yet another tool. Start small, see what works, and tweak as you go.