Shared leads let you and a team member work on the same lead together. Both of you can view the lead, add notes, and track progress.

How sharing works:

• When a lead is shared with you, it appears in your lead list just like your own leads.
• The lead owner controls the sharing — they decide who gets access and can remove access at any time.
• Both the owner and the shared member can add notes to the lead.

Notifications:
When either person adds a note on a shared lead, the other person receives an email notification so nothing gets missed.

Tips:

• Use notes to communicate with your team member about the lead — every note is timestamped and visible to both of you.
• Only the lead owner can assign or change a follow-up sequence on a shared lead.