How can I share an opportunity?

You can share an opportunity with your sales within a "Sales Pipeline".

Share an Opportunity

  1. Run Pipeliner and click the "Pipeline" icon.
  2. Double-click to open and view particular opportunity.
  3. Find the option "Editors & Watchers" on the right side of the form.
  4. Click on Manage button.
  5. Start typing the name of user or Sales unit within Editors or Watchers field.
  6. Click on the "Save" button to finish.
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