You can share a lead within the "Leads" stage.
Share a Lead
- Run Pipeliner and click the "Pipeline" icon.
- Open the lead stage by clicking the arrow icon.
- Double-click to open and view particular lead.
- Find the option "Editors & Watchers" on the right side of the form.
- Click on Manage button.
- Start typing the name of user or Sales unit within Editors or Watchers field.
- Click on the "Save" button to finish.