Deal sharing for external user

Viljar Kaarde
Viljar Kaarde Posts: 2
edited May 2022 in Sales CRM #1

I want to share deal externally pipedrive user. I mean user who have own pipedrive account not my company account?

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 704
    100 Comments Second Anniversary 25 Likes 5 Answers
    COMMUNITY MANAGER
    edited February 2022 #2

    Hi @Viljar Kaarde , it is not possible to share a deal to a different Pipedrive account directly, but you can export the deal and its details out of your account and import it to the other account.

  • Viljar Kaarde
    Viljar Kaarde Posts: 2
    edited December 2021 #3
    Manuel Oliveira said:

    Hi @Viljar Kaarde , it is not possible to share a deal to a different Pipedrive account directly, but you can export the deal and its details out of your account and import it to the other account.

    my needs are shared the deal to my sales community my company have own sales team and outsource/freelance sales team who have own deals and deals with my company shared
    export deal is not solution for me :(

    I hope that Pipeline team think about it and take it roadmap.

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