How to Share a Deal

1. Go to the Deals tab and select the deal you want to share.
2. Click Actions at the top of the deal profile, then select Share.
3. In the Share Deals window, click in the text box and select the teammate’s name from the drop-down list.
4. To remove a user’s access, click the “Stop Sharing” button.

Important Details

• Shared deals are visible to selected teammates in the Deals tab and through the Search bar.
• Bulk sharing is not available: You can only share deals one at a time from the deal profile.