Why Share Companies?
Sharing company records lets your colleagues view and edit important company information, even if they don’t normally have access. This keeps everyone on the same page and makes collaboration a breeze.
How to Share a Company
- Open the company profile you want to share.
- Click Actions located in the top right corner.
- Select Share.
Where to Find Shared Companies
You can view who a company has been shared with by enabling the "Shared With" field in the Company List View.
What Gets Shared (and What Doesn’t)
- Company record: Your teammate gets access to the company’s profile and details.
- Associated people and deals: These remain private unless you choose to share them separately.
- If you can view a company, you can share it.
- Sharing is secure—only the records you select are visible to others.
Tip: Sharing is caring, but privacy matters! Only share what’s necessary for your team to succeed.
If you have any questions or need assistance, contact our support team at [email protected].