Sharing Your Sales Plans, Solutions, Opportunities or Assessments with Companies

Follow

As an owner of a sales plan, solution, opportunity or assessment, 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, opportunity or assessment
  • Add new companies that you want to share your sales plan, solution, opportunity or assessment with

Steps:

  1. Go to the sales plan, solution, opportunity or assessment 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.
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.