How to share Deals with other users/teams?
In Kylas CRM, there is a provision for users/teams to collaborate on a deal. The owner of a deal can share the same with a user or a team present in Kylas CRM. This article covers the steps to be followed for sharing a deal with specific users or teams.
Prerequisites
- Permissions: Any user with create permission on share rule & read permission on deal
- Product Plans: Embark/Elevate
- Activities to be Completed: Deal Creation
Steps
Step 1
Click on the 'Deals' tab on the homepage. This will lead to the deals listing page. Find the deal to be assigned to a new user from the list, either manually scrolling down or by using the filters. Click on the deal name to navigate to the Deal details page.
Step 2
Click on the 'Drop-down' button on the top right corner of the Deal Details pane. Click on the 'Share' option from the drop-down list, which will open a new window ('Share Deal').
Step 3
Select the user/team with whom the deal has to be shared by typing the name in the search bar.
Step 4
Select the permissions to be granted to the user/team by clicking on the toggle button under each permission (Read, Update, Delete, etc.).
Step 5
Click on the 'Share' button at the bottom of the window. After this, the deal will be shared with the new user/team.
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