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Share an Interaction Summary
You can share a record from the Interaction Summary Participants related list or use the Manage Participants component.
- Share an Interaction Summary from the Interaction Summary Participants Related List
You can share an interaction summary record with a user or a group by adding them as participants to the record from the Interaction Summary Participants related list. With this approach, you can share a record with only one user or a group at a time. - Share an Interaction Summary Using the Manage Participants Component
When you add the Manage Participant component to an interaction summary record page, bankers and financial advisors can add multiple users or groups as participants to the record. And they can assign roles from within the component. The component also provides a suggested list of users or groups to add to the record.
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