How to share prospects, opportunities and customers?
Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)
How to share leads, opportunities and customers? -
In Upnify it is possible to share and/or un-share contacts and business opportunities among the users of your company. So that 2 or more executives can follow up.
To share a prospect, opportunity or customer follow these steps:
1) Inside the contact or opportunity tab, or from the option menu as well, click on the button that says:
2) when you click on this option, the following Pop-Up will appear!
3) Add the name of the executive with whom you will share and click OK.
The contact can now be seen by both executives, and a button will appear on the tab that will show with whom the client is shared.
How to stop sharing?
1) Inside the tab, click on the button again:
2) A window will appear with the executives that share the contact:
3) Click on the user, and press the Delete key on your computer.
**Note: Remember that to Share and Unshare, you need a permission...
if you do not have it active, you can talk to the account administrator, so that he/she can grant it to you**.