Database Sharing Groups

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Learn how sharing groups work.

• Transcript

  A Database Sharing Group is a group of team members who share the same contacts and deals. 

  Here we have a rather complex team with 4 different database sharing groups. 

  Nick, Tom and Jen are all sharing contacts and deals

  Lily, Margaret and Stan have their own sharing group.

  George has contacts and deals all to himself.

  And finally, Emily and Sue share contacts and deals. 

  So in our example Emily and Sue can not see George’s contacts and vice versa.

  Within a sharing group, team members can assign to-dos to each other.

  But you can’t assign to-do’s to team member outside your sharing group.

  This is because they wouldn’t be able to see or have access to that contact.  

  The team leader can access everyone’s contacts and can even move contacts from one sharing group to a different sharing group.