Invite external business partner to collaborate in my CRM?

Hi,

I am an insurance broker and have external partners which work on my contacts in certain projects. These partners are not part of my organization.

Is it possible to invite such external partners to work IN my CRM on certain contacts?

I took a look at portals but that doesnt seem to be what I am looking for.

I need them to be able to edit leads, contacts and deals which I share with them.

Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________

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