Allow access to a Business and/or Deal for a user outside of your territory.

Made by Valerie Liebold-Cox with Scribe

1. You have a business or deal that you are sharing with another user outside of your territory, they cannot view it. You will need to "Share" the account with the other user.

You can start on the Business to share the business, activities and deal. Or you can go to the Deal screen and share only the deal.

First we will cover how to share from the Business screen.

2. Click "Sharing" button on the Business Screen

3. Click the "Search" field and select your user

4. Type and search for your user.

5. Do you want the Business to be shared as Read only or do you want to allow read/write access?

6. Click "Read Only" for read only access. Or click "Read/Write" to allow the user to make edits on the business.

7. Case Access is access to the Activities for the account.

Select Private if you do not want to share Activities. Select Read Only for the user to view the Activities. Select Read/Write if the user can see and edit Activities.

8. Click "Read/Write"

9. Opportunities are the DEALS within Agent Dealer.

If you want the user to only see the Business, but no access to the Deals, select Private. If you want the user to see the Deals, but view only, select Read Only. If you want to give access to edit Deals, select Read/Write.

10. Click "Read/Write"

11. Click "Save" when you have made all your selections.

12. If you know you only want to share the Deal with a user, then you can start directly on the Deal to select the sharing settings.

13. From the Deal screen, select the Sharing button at the top right. Select your user.

14. select your user.

15. Select Read Only if they can only view the Deal. If you want to allow the user to edit the Deal, select Read/Write.

16. Click "Read/Write"

17. Click "Save"