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
- Make sure the external user’s email is not from your company’s domain.
- Decide which deal data you want to share by creating a list.
Click here for more information on creating List Views.
How to Add an External SuperShare User
- Go to Account Settings and open the Users page.
- Click Add New User.
- For Role, select SuperShare (External User).
- This gives them read-only access by default.
- (Optional) Enable Can export reports if you want them to download data.
- Click Send Invite.
- 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
- Create or open the Deals list you want to share.
- Adjust columns and filters to include only the necessary data.
- Click on the Link icon 🔗 at the top of the list to share.
- Select the external user(s) to share with (they’ll be highlighted in blue).
- (Admins only) Star the list to mark it as important.
- 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.
Manage Shared Lists
- Go to Settings.
- Select Deals.
- Click Shared Lists.
- Click Manage to update user access.
Need help? Contact support at customercare@pipelinecrm.com.