Deal sharing is the ability to share and collaborate on a deal with one of your coworkers or colleagues. Deal sharing is perfect if your sales teams require a coordinated effort between more than one individual, company, or even across time zones.
Each sales team member has access to the same information on the deals page, can add information such as notes, to-dos and events, documents, and even post short messages to a deal conversations board. In short, deal sharing is a sales collaboration tool.
To start sharing deals, perform the following steps:
1. From the deals page search and go to your specific deal to be shared
2. Select share from the deals actions menu
3. Type a few letters of your team mateÕs last name
Your team mate will be able to work on, edit and view the deal in their deal directory and their sales pipeline.