You can easily share multiple or all opportunities in your sales plan or solution with your partners and colleagues for easy and timely collaboration and transparency.
To share multiple or all opportunities with one or more people in your network, see the following steps.
- Navigate to the Sales Plan or Solution for which you want to share multiple or all opportunities.
- Go to the Opportunities section and open the Opportunities Landing page.
- Select one, more or all opportunities that you want to share.
- Click Share Selected button or Share All button. Depending on your choice-Share Selected or Share All window opens.
- Select names of colleagues or partners in your network with whom you want to share your selected or all opportunities for a specific sales plan or solution. You can also enter emails of new members with whom you want to share.
- You can also select between updating access level or skipping member for a person who is already a member on the sales plan/solution.
- You can also Skip Email Notifications.
- Click Done.
- Notifications on start of the Bulk Share Job and status of successfully shared opportunities/failed opportunities is displayed.