Sharing an entity

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 assigned.

You can revoke sharing an entity by clicking the X icon on the user or sales team.

  1. Open the entity.
  2. Click Share.
  3. Click Search for Users/Sales Team.
  4. Select a user or sales team. Multiple selection is allowed.
  5. Click Add to list.
  6. Select the applicable permissions.
  7. Click Apply permissions.