You can automatically share opportunities that are created from certain campaigns which is useful if you want an individual that is not a part of your team to see all of the opportunities coming in from a certain campaign for quality review or for JV deals. An example scenario is if you outsourced your marketing efforts to a third-party company and they want to be able to review the quality of the leads coming in.
- Select the Team you'd like to view
- Click Campaigns which will route you to your Campaign List
- Select the Campaign where you want the opportunities coming in to be automatically shared
- Click Settings
- Select Guests
- Enter the emails of the individuals that you want to be automatically invited. If entering multiple emails, separate using a comma.
This section is auto-save so there is no need to look for a save button. Once done, all opportunities created from your lead source and linked to the campaign will be automatically shared to the listed emails.