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The email messages that you send to and receive from your leads and contacts can be made visible to (shared with) other members of your team. You can do this as a one-off (for a specific lead or contact) or you can choose to allow all your email conversations to be visible to other Sell users. You can define visibility settings separately for leads, contacts, and deals.

This article covers the following topics:

• Enabling email visibility for an email address
• How the visibility setting affects contacts and deals
• Enabling global email visibility
• Working with shared email conversations

Enabling email visibility for an email address

Allowing an email conversation between a lead or contact, or related to a specific deal, to be visible to other Sell users is done via a quick setting on the lead, contact, or deal card.

To allow all users to view an email conversation

1. From theLeads,Contacts, orDealspage, select the lead, contact, or deal that contains the email conversation you want to share.
2. Below both theAdd a NoteandSend an Emailtabs you’ll see theEmail conversations visiblesetting. ClickNoneto change the setting.

   

3. Select the checkbox next to the lead or contact’s name.
4. ClickSaveand the visibility setting is changed toAll.

Selecting this setting allows email messages to and from this email address to be visible to the other Sell users who have access to the lead, contact, or deal.

You can disable this setting at any time by following the same steps.

How the visibility setting affects contacts and deals

Changing the visibility setting affects contacts and deals in the following ways:

• Sharing a contact’s email address on the contact card also shares it (makes it visible) on the contact’s deal card.
• Sharing a deal’s email address on the deal card, however, does不also make it visible on the contact card. If you want it visible on both the deal and contact card, you need to change the visibility setting on both the deal and contact card.
• If you unshare an email address on a contact card, you’ll be prompted to choose if you also want to unshare the email address on any associated deals that contact has.
• Likewise, if you unshare an email address on a deal card, you’ll be prompted to unshare the email address for the contact.

Enabling global email visibility

In addition to sharing email addresses one at time, you can allow all your email conversations to be shared with your team. This can be done separately for leads, contacts, and deals.

To enable global email sharing

1. Click theSettingsicon (), then selectCommunication Channels > Email.
2. Select theVisibilitytab.
3. Separately for leads, contacts, and deals, clickNot visible to usersto change the visibility setting.

   

   You have the following four options:

   • Not visible to users——默认设置。你的电子邮件谈话s are not visible to other users.
   • Visible to users- Your email conversations are visible to other users.
   • 对用户可见的只有我一个所有者或collaborator- Your email conversations are visible to other users only if you are the owner of the lead, contact, or deal, or if you're a collaborator on it.
   • Visible to users only if I’m an owner- Your email conversations are visible to other users only if you are the owner of the lead, contact, or deal.
4. ClickSave.

Working with shared email conversations

The visibility setting is displayed in email messages in the activity feed on lead, contact, and deal cards. The lock icon indicates that the email conversation has not been shared. The unlocked icon indicates that it has been shared.

When other members of your team share their email conversations with you, you'll be able to see the receipt status on email messages that they send, just as you would on your own email conversations. You will not see if the owner of the email conversation has read an email message and you will not be able to reply to email conversations that have been shared to you. You can however forward shared email messages.