Sharing entities

You can share an account, activity, opportunity, project, or issue to another user, multiple users, or a sales team. When sharing an entity, you must select to whom the entity is shared and select the permissions to be given.

You can revoke the sharing by clearing all permissions.

To share an entity:

  1. Open an entity.
  2. Tap Share.
  3. Select a user or multiple users.
  4. To select a sales team, tap the Sales team icon and select sales teams..
  5. Select the applicable permissions.
  6. Tap Save.