Sharing CRM Records

This article outlines how to share a CRM record with other CRM users.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

To help you efficiently share information across the business, you can share CRM records with other CRM users quickly and easily. Sharing a CRM record is different to setting a Task, as sharing allows you to send a message along with a link to that CRM record to another user. Whereas, Tasks allows you to send a task to another CRM user, which will then appear on their To Do list. 

Step 1: Select Share Button

To share a CRM record, simply click on the share icon located in the top right-hand corner. 

Step 2: Add Notes

By clicking on the share icon, a pop-up will appear which will allow you to select the CRM user you wish to share this record with. Here, you can also type out your accompanying message. Once happy with your message, click the 'Share' button and an email will be sent to that user along with a copy of your message.

If you just want to provide someone with a copy of the page link instead of sending the email through the 'Share' button, simply click the 'Copy Page Link' button and the CRM record page link will be copied to your clipboard. You can then use this in your own email or through a different form of communication like an internal chat. 

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