How can I share an account?

You can share an account within the "Accounts or Contacts".

Share an Account

  1. Click on “Accounts or Contacts”.
  2. Double-click to open and view particular account.
  3. Find the option "Sharing" on the right side of the form.
  4. Click on Manage button.
  5. Chose an option Private, All Users can View/Edit or Custom
  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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