How Do I Collaborate with My Team?

With the release of our notifications center, you can select to be notified about updates to deals, contacts, or leads you collaborate on.

You can manage who can collaborate on your deal (as well as contact or lead) using the Collaborators box in the right-hand column of the screen.

Adding collaborators is extremely easy – just click the grey + icon in the box, and start typing a name.


Your new collaborator will be informed by email. 
And if you'd like to join the list of collaborators on a deal (or contact, or lead) that you're not the owner of, just click the Request to Collaborate button visible under the Collaborators list.


The owner will then have the option to approve or deny your request.

If you have Full Data Access enabled in your access management screen on Base's Enterprise Plan, you'll see the option to Become a Collaborator – this won't require any further approval from the deal's (or contact's, or lead's) owner.



Aside from giving you a way to quickly check who works on a given project, you can also filter contacts, deals, or leads according to who's collaborating on them – using the Collaborators filter, available in the filters column.

Note: You can only join a Lead, Contact, or Deal that you are able to view.
It's also only possible to add Collaborators that already have access to the Lead, Contact, or Deal in question.