Sharing Deals between Users

William Bowen
William Bowen Member Posts: 4 VERIFIED MEMBER
edited July 2022 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? 

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  • JK McQuoid
    JK McQuoid Member Posts: 1 VERIFIED MEMBER
    edited May 2021 #2

    Hi William,

    Were you able to find a solution for this issue?  

  • Helio
    Helio Pipedrive Team Posts: 62 PIPEDRIVE TEAM
    10 Comments Pipedrive Team
    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.

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