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How to share a lead (and other CRM objects) with your partner
How to share a lead (and other CRM objects) with your partner

Learn how to share an existing CRM object (such as a lead) with your partners.

Wouter Moyaert avatar
Written by Wouter Moyaert
Updated this week

Introw allows you to share any CRM object with your partners. A typicall usecase is a vendor sending a lead to a reseller. A an example we're going to use the "contact" object.

Step 1: Click "Share"

Step 2: Decide which contact from your CRM you want to share

Provide some additional context for your partner in order for them to contact the end-customer in the best way.

Step 3: Decide to who you want to send the selected contact

Introw will automatically generate a professional e-mail which will be sent to the partner.

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