Send a link to team members for easy access to a pipeline, saved view, or box. The link will only work for team members who are already shared on the pipeline.
To get a shared link:
- click the link icon at the top of a pipeline, saved view, or box
- click Copy to copy the link to your clipboard
For example, you can share a list of closed deals with your manager by creating a saved view, copying the link, and sending it via email or chat.
You can also post the link in other tools you use like Asana, Trello, Google Sites, Notion or a Google Doc.