If you're an Android user and haven't downloaded the Base mobile app, head over to the Google Play store to install the app on your mobile device to get started with managing your Leads, Contacts, and Deals on the go!
Collaborators are a way to work together with other Base users on a Lead, Contact, or Deal. Each user can customize their email visibility and notifications around collaboration. For example, you may set your email visibility on Leads so your emails are only visible other Base users if you're the Owner or Collaborator on the Lead Card.
Adding a Collaborator
Navigate to a Lead, Contact, or Deal to add a collaborator and click on COLLABORATOR & .
Search for the Collaborator's name, select him or her and click ✔ to save.
How to Remove a Collaborator
To remove a Collaborator, click on again, deselect the collaborator and click ✔ to save.