A collaborator is a colleague or other Sell user that you can add as a secondary owner of any lead, contact, or deal. The collaborator is notified when certain actions take place on those records.
Note: You can only be added as a collaborator to a lead, contact, or deal if you have permission to view that record. If you can't be added as a collaborator, contact your administrator to update your permissions.
This article contains the following topics:Adding a collaborator
You can manage who can collaborate on your lead, contact, or deal using the Collaborators field directly from the lead, contact, or deal page.
To add a collaborator
- In Sell, open the lead, contact, or deal you would like to add a collaborator to.
- Under Collaborators, click the (+) icon.
Start typing a name. You'll see a list of possible matches.Note: The ability to add a Collaborator to a record depends on the permissions defined for that user. If you are unable to add a given user as a collaborator, contact your administrator to request the correct access for that user.
- Click the name of the person you want to add as a collaborator.
The new collaborator is informed by email, and is notified each time a change is made to the record.
Being a collaborator
If you want to collaborate on a contact, lead, or deal, you have two options, depending on your permissions.
Option 1
- In Sell, open the lead, contact, or deal that you want to collaborate on.
- In Collaborators, click Request to collaborate.
The lead, contact, or deal owner is notified and they have the option to approve or deny your request.
Option 2
- If you have permission to reassign ownership of the record, then click Become a collaborator.
You will only see this option if you have the access rights. This won't require any further approval from the record owner.
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In the Filters column, you can also filter leads, contacts, and deals by using the Collaborators filter.
8 comments
William Sedgwick
'The collaborator is notified when certain actions take place on those records',
How are the collaborators notified? , is it via email?
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Dane
The collaborator will be notified via email.
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Taylor Choonhaurai
What are the certain actions collaborators are notified on? Per the :
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Dane
These will be the changes that the collaborators can be notified. For additional information, please refer to Setting up notifications in Sell.
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Marina Cemaj
Can a collaborator add a note on the lead or contact?
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Hiedi Kysther
Hi Marina Cemaj
Yes, definitely! For reference:
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I hope this helps!
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PJ Clark
Is there any way to mass-update all/most contacts with collaborators via a CSV import?
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Nick Wurm
Can we automatically add collaborators (s) to a lead/contact/deal?
Suppose you're a collaborator on a lead/contact/deal, and the email correspondence is only between the lead/contact/deal owner and the customer. Will you get an email notification from Sell when the emails happen?
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