Share a Lead
- On the top navigation bar click Sales and select Leads.
- Select the lead you want to share.
- On the command bar, click ... More Commands and select Share. The Share account page appears.
- From the left bar, click Add User/Teams. The Look Up Record page appears.
- Using the Look for, Look in orSearch filter find the User/Team, click Select and then choose Add. The Share account page appears.
- Check mark to select the access rights you want to grant to the user: Read, Write, Delete, Append and Share.
- Click Share.
Unshare a Lead
- On the top navigation bat click Sales and select Leads.
- Select the lead you no longer want to share.
- On the command bar click ... More Commands and select Share. The Share account page appears.
- Select the user and uncheck all the access options and click Share. The share page appears with a list of Users with whom the lead is shared.
- To completely remove the user from this lead, select the user and click Remove Selected Items.
- To remove access options, uncheck Read, Write, Delete, Append or Share.
- Click Share to save the changes.
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