Related Posts
  • Forum Post: Shared leads with another user are not being displayed?

    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...
  • Forum Post: How do you share all leads to another user?

    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