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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: Personalised views using advance find

Jonathan Gough

I have created a personalised view with a large number of Leads using adavnced find and have found that this is then located in the 'My Views' section but I want to be able to share this view with other users, is this possible? And secondly if the 2nd user deletes/edits records in the view that...

on 3 Nov 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