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:

  1. click the link icon at the top of a pipeline, saved view, or box

  2. 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.

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