How to protect and share the funnels?

Created by Belinda Henry, Modified on Wed, Jul 12, 2023 at 1:28 PM by Belinda Henry

Now click on three dots of the funnel that you want to share or protect.

Choose the share option.

There are three options to protect and share the funnels.

So, if you want to share this funnel with everyone just select the first option and copy the link and share it.

Paste that link after signing in to any agency, you will be able to copy the funnel into the sub-account.

The next option is anyone within CRM. If you want to share this funnel within the CRM just copy the link and share it with the team members.

If you will open this funnel link in another agency you will get this message.

The third option is remove sharing, if you want to protect the funnel and don't want to share with anyone select the remove sharing option.