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Sharing People

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Maria Herrell
Updated 5 days ago

Why Share a Person Record?

Sharing a person record allows teammates who normally wouldn’t have visibility to view and edit that person’s information. This is especially useful when collaborating across teams or departments.

How to Share a Person Record

Ready to share? Just follow these quick steps:
  1. Go to the Person Profile
  2. Click on "Actions" located in the upper-right corner.
  3. Select Share and choose the user(s) who should have access.


Key Details to Know

  • Visibility:
    Sharing a person record gives the selected user access to that person’s profile. However, any associated deals or companies will remain private unless you share those records separately.
  • Who Can Share:
    Any user who can view a person record can also share it with others.
If you have questions or run into issues, contact our support team at [email protected]
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