Last Revised: Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
- Navigate to Veloxity Inbox.
- Select the Email you want to share.
- Click Share Email.
Tip: While your Email won't be seen by others unless you share them, users with administrative privileges are able to view all emails whether or not they are shared.
Emails are automatically linked to related Lead Records, Opportunity Records, and Contact Records. Share Email allows users with record-level privileges to view these linked Emails.
Shared Email allows the team to easily stay up-to-date with correspondence and information related to your Opportunities.
You are looking at a screenshot demonstrating how to Share Email:
Figure 1. Share Email.