Sharing Deals between Users

William Bowen
William Bowen Posts: 4
edited July 26 in Sales CRM #1

How do you share deals across two users. So, for example, you have the followers and participants functions but that doesn't appear on user dashboards and I am actually not sure what either of those does other than act as a form of telling the people using the account. What would you recommend if you are trying to share deals between team members? 

Comments

  • JK McQuoid
    JK McQuoid Posts: 1
    edited May 2021 #2

    Hi William,

    Were you able to find a solution for this issue?  

  • Helio_2884
    Helio_2884 Moderator Posts: 84 PIPEDRIVE CUSTOMER SUPPORT
    Pipedrive Employee
    edited May 2021 #3

    Hello!

    So, making someone a follower basically allows them to see the deal. Reports will always reflect the current owner or creator, so if the person that is a follower but not the owner filters by deals that are not theirs, then they will be able to see deals that they don't own, but follow.

    Feel free to reach out to our support team if you would like to dive deeper in this and/or look for a workaround.

    Here are the different ways in which you can do so - Contacting Pipedrive support.