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Related Posts
Forum Post:
Shared leads with another user are not being displayed?
Jonathan Gough
I am the owner of a number of leads in the CRM. I have attempted to share these leads with a 2nd user. I do this by selecting all leads in the view and navigating to the ribbon and clicking the share button. I then select the user and tick the boxes including read, write, delete etc. and click ok...
on
27 Oct 2011
Forum Post:
How do you share all leads to another user?
Jonathan Gough
I have over 10,000 leads and I want to share these with another user so we can both work on it. Is there a way to share all of these at once? Or am I going to have to go page by page, selecting 250 and going on share in the toolbar. Thanks
on
27 Oct 2011