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Sharing of Records
Автор: AgentDealer
Загружено: 2026-02-10
Просмотров: 1
Описание:
In this video, we walk through how record sharing works in AgentDealer and how it helps teams collaborate while maintaining the right level of data visibility. Learn how to share records, understand access permissions, and ensure the right users can view and update information when they need it.
Proper record sharing improves teamwork, reduces data silos, and keeps everyone aligned while protecting sensitive information across your organization.
🔐 Like, subscribe, and explore the AgentDealer channel for more product tutorials, tips, and CRM best practices.
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