How to share companies?

Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)

In Upnify it is possible to share and/or un-share contacts among your company's users. So that 2 or more executives can follow up on the same contact. The sharing options apply to prospects, business opportunities, customers and even companies.

How to share companies?

Follow the path Administration > Customization > General Options.

Go to the Search Permissions tab and check the box for Automatically share companies

In Upnify you can share companies automatically, this option allows the executives to see the companies and add more contacts to that company, even if they have not registered them, without the need to make the request (which can be authorized or denied) by the executive who registered the company in the system.

**This configuration must be made by the administrator**.