Outook Customer Manager Deals

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Visitor

Hi All, 

My company recently integrated OCM but we are having issues seeing deals other ppl within the company have made. I did a test deal and made sure the share feature was on and even added a person within the company as a contact and he cannot seem to see this deal nor can i see one he made yesterday. Any idea on how to fix this issue?

 

Thanks!

3 Replies
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Hi EcopowerAdmin,

 

Please make sure the added contact was shared with you. I mean the contact was created to share (option is on). Then you can check the result again. 

 

Regards,
Alan

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@Alan Wu  I am having a similar issue as @EcopowerAdmin where I share deals and others cannot see them. I have another conversation open with no resolution https://techcommunity.microsoft.com/t5/Outlook-Customer-Manager/Deals-not-being-shared/m-p/525895#M3.... Please advise on how to resolve. 

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@Alan Wu Having same issue with deals not syncing.  Did all steps previously suggested with not success.