Edit Sharing Your Sales Plans, Solutions or Opportunities with Companies

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As an owner of a sales plan, solution, or opportunity, you can:

  • Update the Sharing Mode between an owner mode and a partner mode on a sales plan, solution or opportunity
  • Update if all employees of a company can find and request to join by default when a company is added to the sales plan, solution or opportunity
  • Add new companies that you want to share with

Steps:

  1. Go to the sales plan, solution or opportunity that you want to edit sharing with companies.
  2. Click Edit on the Member Companies panel on the right. Edit is only enabled when you hover in the panel header. Edit Sharing With Companies window opens.

    Screen_Shot_2018-08-20_at_3.27.32_PM.png
  3. Make your required updates. Confirmation messages will be displayed.
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