Automatic Sharing- Contact and Company

in Sharing & Collaboration

To automatically share Contacts and Companies by linking to shared categories follow the steps below:

Contact Auto Sharing:
1) Click setting-Preferences-Contact
2) Select General
3) Click Category and select the category you want to automatically link

Contact Auto Sharing:
1) Click setting-Preferences-Company
2) Select General
3) Click Category and select the category you want to automatically link

** Can only be created by Admin user
** Make sure to select category that is shared with all users

Autosharing