This tutorial guides you in sharing contacts with many users. Doing so helps our users from daily monotonous tasks. You have 2 options to share the contacts with your users:
a. Individual Contact Share With
b. Bulk update
We will walk you through the first way of sharing contacts with other users i.e. Individual Contact Share With feature. Below are the steps:
Step 01: Login to your CRM account and navigate to a contact details page.
Step 02: On the left side widgets, under Assignment you will find the option "Share With". Hover on it to find the edit pencil icon and click on it.
Step 03: A lookup user modal will appear on the screen where you need to select the user with whom you want to share the specific contact. You can choose multiple users to share. Click on 'Ok' once you are done.
Step 04: Now you will find those users on the left side widget under Assignment dropdown. Click on the tick to save it.
Step 05: You will now see the names of the shared users in the contact details page as well as contact list page column.
Bulk Update Share With - Please follow the below steps to update multiple contacts at once.
Step 01: Login to your CRM account and navigate to the contact list page.
Step 02: Choose multiple contacts and click on the 3 dots on the top right of the screen where you see "More Action". Select 'Bulk Update' option.
Step 03: A window will appear where you need to choose the option 'Share With'.
Step 04: Click on the magnifying glass to select the users you want to share the contacts.
Step 05: Choose the user/users you want to share. Click on 'Ok' once you are done.
Step 06: Click on 'Add' to save your changes.