Share Deal Template

Created by Erik Akerlund, Modified on Mon, 20 Feb 2023 at 02:30 PM by Erik Akerlund

Deal templates can be shared to other users in TS by right-click on widget -> and pick 'Share'


 


And giving the rights to Read/Update/Delete/Share to selected Users and/or Roles.

Click the "+"- sign to give permissions;


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article