Sales Reps – Viewing Colleagues’ Shared Markups

It’s common for sales reps to share markups with each other, either as a way to share crucial information or as a way to share the workload of creating markups.

You’ll see your colleagues’ shared markups by either viewing their markup directly, after selecting it here…:

…Or, you can open the Other Markup Notes menu to the left of a title listing to see what’s been shared with you:

In this area, you’ll find any markup notes that have been shared with you, associated with the name of the colleague who shared them. Choose a note to use as your own by selecting the plus icon.

 

Note that when a colleague shares a markup with you, you will receive a notification in your Notifications widget on your Edelweiss homepage, and in the Shared with You area of your Catalogs page. You’ll also receive an email if your colleague chooses to send you.