When sharing a contact/company/deal in OCM who can see it?

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New Contributor

New to OCM. Trying to set it up. When you set an item to share who sees it and how do you control who that is? How/who makes teams, is this the best way to do this? 

 

Thanks, 

Brooke 

4 Replies
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Hi Brooke,

 

OCMshare applies to sharing with the whole team rather than the individual. It is not feasible to control who can see it. I understand it would be great to add this feature in OCM, so we suggest you submit feedback via the link below to leave your impressive idea.

https://outlook.uservoice.com/forums/407082.

 

Thanks,

Lance

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Okay I will sumbit a ticket for controlled sharing, thank you.

 

Can you also tell me who/how to create teams, I am confused by this process. 

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Hi Brooke,

 

Regarding teams, do you mean Microsoft Teams? If so, you can refer to the article below to check if it helps.

Microsoft Teams Quick Start

 

Thanks,

Lance

 

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Hi Brooke,

 

Any update will be appreciated.

 

Thanks,

Lance