Sharing Your Sales Plans, Solutions, Opportunities, Assessments and Partner Programs with Companies

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

  • Update the Sharing Mode between an owner mode and a partner mode on a sales plan, solution, opportunity or partner program
  • 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, opportunity, assessment or partner program
  • Add new companies that you want to share your sales plan, solution, opportunity, assessment or partner program with. See Sharing Objects Company Wide
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