Use the ‘Share’ function when you want to let other employees view and work with your Leads.
Click on the share button, select the employees you want to share the lead with, then press ‘Save’.
Repeat this action as many times as needed with other employees.
You may also reverse this action, by simply unchecking the employee or employees you previously selected.
We have made it real simple you share Leads with your Web3Box CRM.