Sharing Deals between Users

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William Bowen
William Bowen Member Posts: 4
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?