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[10-Apr-19] Lead Sharing – Give Sales Users Temporary Access to Leads

Now share leads with your sales users for a limited period and control their access permissions (read/write).

Lead sharing is perfect for temporarily sharing a lead with users from different teams/departments and then automatically revoking their access once they’ve completed their tasks/processes.

lead sharing sample

This feature requires you to setup up a simple automation. To learn more, see How to Share Leads for a Limited Duration.