Give a teammate access to a person record they would not otherwise see — useful when you are working an account across teams or departments.
Before you start: Anyone with access to a person record can share it. You do not need to be an admin or the record's owner.
Share a Person Record
- Open the person's profile.
- Click Actions in the upper right corner.
- Select Share, then choose the users who should have access.
The people you pick can view and edit that person's information.
Sharing a person shares that record only. Deals and companies linked to them stay private unless you share those records separately.
If a teammate cannot see someone they should, sharing is one fix. The other is your account's visibility settings, which an admin controls — see Person Profile Overview for what to check.
Need help? Contact support at customercare@pipelinecrm.com.