CRM Help | Manage Data Sharing

Manage Data Sharing
Setting up Data Sharing Rules
By default, access rights to CRM records is set as private so that the record owner and his/her manager can oversee the CRM data. However, using the Data Sharing Rules, you can extend the access rights to users belonging to other roles and groups. ...
Sharing Records
Collaboration with team members or others in the organization is integral to any business. For some, collaboration means conducting meetings, having discussions on phone or sending information via email while for some it is sharing data with peers ...

CRM Help | Manage Data Sharing | Knowledge Base