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.
![Sell Collaborators](https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_collaborator_2.png)
In the Filters column, you can also filter leads, contacts, and deals by using the Collaborators filter.