Automatic Sharing- Contact and Company
To automatically share Contacts and Companies by linking to shared categories follow the steps below:
Contact Auto Sharing:
1) Click setting-Preferences-Contact
2) Select General
3) Click Category and select the category you want to automatically link
Contact Auto Sharing:
1) Click setting-Preferences-Company
2) Select General
3) Click Category and select the category you want to automatically link
** Can only be created by Admin user
** Make sure to select category that is shared with all users