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SuperShare

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Maria Herrell
Updated 4 days ago
What is SuperShare?
SuperShare lets you give external contacts (like business partners or suppliers) secure, read-only access to selected deal lists in Pipeline CRM. You control exactly what they see and can collaborate via comments and activities.


Before You Begin

How to Add an External SuperShare User

  1. Go to Account Settings and open the Users page.
  2. Click Add New User.
  3. For Role, select SuperShare (External User).
    • This gives them read-only access by default.
  4. (Optional) Enable Can export reports if you want them to download data.
  5. Click Send Invite.
  6. The external user will receive an email to set up their free SuperShare account.
Click here for more information on adding a user.

Note: SuperShare users cannot have the same email domain as your organization.

How to Share a Deals List
  1. Create or open the Deals list you want to share.
  2. Adjust columns and filters to include only the necessary data.
  3. Click on the Link icon 🔗 at the top of the list to share.
  4. Select the external user(s) to share with (they’ll be highlighted in blue).
  5. (Admins only) Star the list to mark it as important.
  6. The external user will get an email with a link to the shared list.
To stop sharing:
Click the Link icon 🔗 to uncheck the user’s name and save. They’ll lose access immediately.

Collaborating with External Users

  • External users can view the Deals tab and only the deals you’ve shared.
  • They can’t edit data, change filters, or add/remove columns.
  • To communicate, use Activities:
    • Click the Deal Name or Activities icon to see the activity feed.
    • Tag someone with @name in a comment to notify them.
    • Check the box next to a user’s name to send them a notification.

Troubleshooting & Tips

  • Can’t add a user? Double-check their email domain.
  • External user can’t see a deal? Make sure it’s included in the shared list.
  • Worried about privacy? Only the data you share is visible—nothing else.
Need help? Contact support at [email protected]
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