-
Select any of these entities to be shared and build a search
criteria:
- Account
- Activity
- Opportunity
- Issue
- Project
- General Object
-
In the Entity Column section, select a field to
be searched on.
-
Specify a value, select from a list, or set a date depending on the
selected field. You must set the search criteria by selecting an operator. You can also
use several search conditions and connect them using AND or OR operators.
-
Click Get
result.
The corresponding entities that match your search criteria is displayed
at the Selection result table.
-
Select a record.
To select multiple entities, press Ctrl + a or Shift then click the accounts to be shared.
-
Select whether to share an entity to users or to sales teams.
The list of users or sales teams is displayed depending on the
selection.
-
Select a user or sales team to share the entity with.
To select multiple users, press Ctrl + a or Shift then click the
users. You cannot share entities to multiple sales teams.
-
Click Set
share.
The Sharing properties dialog is displayed.
-
Select Set sharing
permissions on the selected accounts for the user / sales team.
-
Set the permissions.
-
Click OK.
-
Click Yes
to confirm sharing.