Outlook Customer Manager

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New Contributor

How can you share a "deal" information with one or two individuals in your organization. As I understand it, you can only share it with everyone in your organization, or keep it private. We have sales managers that need to view the deal pipe line that their specific sales reps are working on.  Any feedback on this will be greatly appreciated.

 

Jim

1 Reply
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Hi Jim,

 

It is not feasible to share deals with individual members currently. It is suggested that you vote on the feedback below to let the OCM team improve the sharing experience.

 

https://outlook.uservoice.com/forums/407082-outlook-customer-manager/suggestions/20036875-can-you-sh...

 

Your understanding is highly appreciated.

 

Lance