Collaborating with other Customers

Within your own company account, you can have licensed users and unlicensed users, and their account access differs. You can create unlicensed accounts for virtually anyone you want to share access with, including teammates at other companies. So what happens when that teammate also has a licensed Capture2Proposal account through their own company?

The answer is that this opportunity becomes an unlicensed opportunity through a licensed account:

• The user will see this opportunity in their pipeline. They do not need to set up a new account to see the opportunity you sent them.
  • Thy will not see anything else in your pipeline; only the opportunity that you shared with them.
• When they access the opportunity, their view will be limited by the role they have been assigned, not by their license type in their own account.
  • There is a field in the Pipeline selections called "Managing Account." This will be set with your company name.
• The user can still add the opportunity to their own company pipeline, but it will be a distinct opportunity in their pipeline -- It will not share files, contacts, edits, or any other proprietary data with the opportunity you sent them.