Last Revised: 09 Jun 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
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.
- Select Emails you want to share.
- Click Share Email.
Figure 1. Share Email.
If the email has been shared, and you have access to activities related to those records, then you will be able to view the related email.
Figure 2. Viewing Emails on Related Records.
While your Emails won't be seen by others unless you share them, note that users with administrative privileges are able to view all emails whether or not they are shared.