Sellers can share an Account with another Seller to allow joint visibility and collaboration. When an Account is shared, both Sellers can view and contribute to the same Opportunities, Activities, and Notes, all without needing to transfer ownership or duplicate work.
Sharing an Account is a smart way to collaborate without confusion. Sellers might want to share accounts in situations like:
Team Selling: You're working alongside a teammate on a large advertiser or integrated campaign.
Coverage: You’re out on vacation or leave, and a colleague is covering your book temporarily.
Strategic Coaching: You're asking your manager or peer for help on a stalled deal or tough renewal.
Agency or National Overlap: You manage the local portion of a business, but someone else handles agency/national.
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