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:
- Go to the Person Profile
- Click on "Actions" located in the upper-right corner.
- 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 customercare@pipelinecrm.com.