If you wish to share your Pipeline and/or Tracker with your Rainmaker, Coach, Manager or another subscriber, complete the following steps:
- Select PROFILE
- Select ASSOCIATION
- Select type (i.e. Agent, Rainmaker, Coach or Manager)
- Enter the EMAIL ADDRESS of the Active Subscriber*
- Click the appropriate box to share your PIPELINE and/orTRACKER and select if you want that person to have editing capabilities of your tracker and pipeline.
- Repeat steps 1 - 5 for additional users
* If the user you are trying to share with is not an Active Subscriber, an INVITE button will appear. This allows you to invite the selected party to subscribe to Pipeline Wizard.