einzelne Deals teilen / share individual deals

---  auf deutsch ---

Hallo, ich würde gerne einzelne Deals (oder auch ganze Pipelines) gerne mit Kollegen von mir teilen wollen. Als Selbstständiger arbeite ich mit vielen Selbstständigen in verschiedenen Projekten zusammen. Um nicht wieder auf eine weitere Plattform zu wechseln wäre es super wenn man Deals mit bestimmten Personen teilen kann ohne einen Unter-Account anlegen. 

Habe gerade mit dem Support gesprochen und der hat mich gebeten dies ins Forum zu stellen, damit es evtl. mit entwickelt wird. Vielleicht findet die Idee bei anderen auch anklang. :-)

---- in english ---

Hi, I would love to be able to share individual deals (or even entire pipelines) with colleagues of mine. As a freelancer I work with many freelancers in different projects. In order not to switch to another platform again it would be great if you can share deals with specific people without creating a sub-account.

I just spoke with the support and he asked me to put this in the forum, so that it is possibly developed. Maybe the idea will find resonance with others. :-)

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  • Edie Mew
    Edie Mew Posts: 148
    100 Comments First Answer 5 Up Votes 5 Likes
    edited February 25 #2

    Have you looked at the permission and visibility settings against deals? 

  • Alexander Florian Kayales
    edited November 2021 #3
    Edie Mew said:

    Have you looked at the permission and visibility settings against deals? 

    Hi Edie, I'm sad to say I missed you asking me a question about the post here.

    I don't know exactly what you mean. I'm admin on my account and have all the rights. My workaround was to simply create a new deal and mark the old one as won/lost if necessary.