You will need to invite the relevant sellers to that board (invite them as subscribers from the share wizard on that specific board) and add “#leadboard” in the edit menu of the board. Once you’ve done that, the sellers should be able to send the board via the Outlook add-in or the Salesforce plugin.
Got a question?
If you can't find the answer to your question, you can contact us.
We are here and happy to help.