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Shared Customers Feature

Hey, Followup family. Today I'm gonna show you a new feature called Shared Customers. This is for customers on our enterprise plan that will allow you to share companies between two different systems.


Let's say you own a roofing company in Florida and you also own a different roofing company in a separate system in Texas.

They can now collaborate on customers through the shared companies featured. Under the "Shared Companies" tab.

This allows you to share companies with one another, so that you can collaborate on projects.

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When you share a company, all you have to do is take a look at the notes within the profile, and any note that is shared will be able to be viewed by both companies in two separate systems.

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Happy Selling!



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