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
- Go to the sales plan, solution or opportunity that you want to edit sharing with companies.
- 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.
- Make your required updates. Confirmation messages will be displayed.