Sales Rep
Use Product Lists to collaborate with retailers
Product Lists allow you to curate and share tailored product selections with the retailers you support. Lists make it faster and easier to recommend products, plan Purchase Orders, and collaborate more effectively, helping you become a trusted merchandising partner rather than just an order-taker.
What you can do with Product Lists
Curate product recommendations to match a retailer’s needs (such as floor sets, promotions, or bestsellers).
Share Lists with your Connected retailers.
Collaborate in real time using the built-in chat within each List.
Stay organized by creating separate Lists for different retailers, promotions, or projects.
How to get there
Click the menu in the top-left corner of the page, then select list Saved Products Lists.
Getting started with Product Lists
Creating a new List
Click the lightbulb in the top-right corner of the page.
Select ballot Shopping Lists from the slide-in panel.
Click playlist_add Create New Shopping List, give it a name, and press Create List.
Adding products to a List
Browse, search, and filter available products on the chair Products page. To recommend or organize products, add them to a Product List by clicking themore_vertin the top-left corner of a product and selecting Add to Shopping List.
Click the menu in the top-left corner of the page and select the chair Products page.
Browse, search, and filter available products to find the ones you want to add to a List.
Click themore_vertin the top-left corner of a product and selecting Add to Shopping List.
Choose which Product List to add it to.
Sharing Lists
Share Lists by clicking group_add Share This List while in the List.
NOTE: You can only share Lists with users you are Connected with.
Setting sharing permissions
When sharing a List, you can choose to allow the retailer to either:
View Only — Retailers can see the List but cannot make changes.
Edit — Retailers can add, remove, or modify items within the List.
Collaborating with Product Lists
Built-in chat
Each List has its own dedicated chat window for easy communication specific to that List.
Collaborative editing
If you grant Edit permissions, the retailer can add, remove, or suggest changes to the List, making it easier to work together in real time.
Add List items to Purchase Orders
You can easily add products in a List to an existing Purchase Order at any time to seamlessly transition from merchandising strategy to order fulfillment.
Receiving Lists made by retailers
Your Connected retailers are able to send you Product Lists in much the same way that you send Product Lists to them. When a retailer reaches out to you with a Product List, it is the perfect opportunity for you to offer your expertise and guide their merchandising strategy towards a successful purchase order.
Tips for using Product Lists effectively
Be proactive
Create Lists with suggested new arrivals, bestsellers, or floor set refresh ideas tailored to the retailer’s style and customer base.
Stay organized
Use separate Lists for different topics (e.g., Summer Promotion Picks, New Lineup for Location A) to keep your recommendations clear and actionable
Be attentive and follow up
After sharing or receiving a List, reach out using the built-in chat or general messaging to answer questions, offer additional guidance, or help finalize selections.
Why Product Lists matter
Using Product Lists helps you offer more value to your retailers by becoming a trusted advisor and strategic partner. Instead of simply taking orders, you can provide thoughtful recommendations that help your retailers succeed — which ultimately helps you succeed too.
Product Lists FAQs
Below are answers to some of the most frequently asked questions about Product Lists.
It's likely because you haven't Connected with your brands on the platform yet. Connect with your brands and then try looking again.
This feature is still currently in-development.
Once it's available, you will be able to do it by clicking themore_verton the List and selecting Create Purchase Order from the popup options.
While in a List, click the settings in the top-right. You can rename or delete the List from there.
