EditPurpose
To share a contact's information with another user of SalesdeskSuite.
EditLocations Used
Contacts
EditOverview
Your contact list may be very different from other users of SalesdeskSuite. But there may also be common contacts as well. You can share information of a contact on your contact list with another user.
1. To share a contact with another SalesdeskSuite user, you must first bring up the Contacts page in one of the following ways:
a. Select Contacts from the main menu bar. In this case, the details for your own contact information (meaning you as a user of SalesdeskSuite) will be displayed on the Contacts page.
b. Select Contacts⇒Contact List from the main menu bar, and then select a contact from the list. Details for the select contact will be displayed.
2. On the right side of the page is a gray box called "Contact Groups". From this box, select the link
Share contact with others.
3. A popup-window will appear with your user name as the title.
 Share a contact with others |
4. The window will contain a list of SalesdeskSuite users. You can narrow the list by entering a string of text to search for in the input field and clicking on the GO button.
5. Check the boxes for the users you would like to share this contact with. To select all users at once, check the box on the heading.
6. Click on the
SAVE button to assign the contact to the selected groups. Click on the
CANCEL button to discard your changes and close the Groups window.
Now, if a user that you had selected logs on to SalesdeskSuite, he/she will see the contact you shared on their contact list.