How can I share a lead?

You can share a lead within the "Leads" stage.

Share a Lead

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