You can decide whether to share a Deal with other users when you create the Deal and you can change this setting from the deal page at anytime.

By default a deal is “shared with al users” but you can decide to choose other options:

• “Not Shared” –  You are the only one who can see the Deal.
• “Shared with all Users” –  Anyone in your company can see the Deal.
• “Share with Team … ” – You and all the member of the team can see the Deal.
• “Share with Name … ” – You and a specific user can see the Deal.

Multiple selections are available from the Deal page.

Sharing a Deal means that other authorized users are able to see the deal page with all details ans history. Once users are able to access the deal page they can work on the deal like they were the owner, adding notes, creating activities/events linked to the deal, etc. There are just a few limitations like changing the ownership or deleting.

If unauthorized users try to load a Deal that is not available to them an error message like this will be loaded:

Please be advised that Team Leaders and Administrators are always able to see Deals. Team Leaders will see only Deals  belonging to the team members.