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.
- 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.
- 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.
In the Filters column, you can also filter leads, contacts, and deals by using the Collaborators filter.
'The collaborator is notified when certain actions take place on those records',
How are the collaborators notified? , is it via email?
The collaborator will be notified via email.
What are the certain actions collaborators are notified on? Per the :
These will be the changes that the collaborators can be notified. For additional information, please refer to Setting up notifications in Sell.
Can a collaborator add a note on the lead or contact?
Hi Marina Cemaj
Yes, definitely! For reference:
I hope this helps!
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