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 markup notes by either viewing their markup directly, by choosing it here:…

 

…Or you can open the Other Markup Notes menu to see what’s been shared with you:

 

Clicking your colleague’s name will bring up their note, which you can choose to use as your own, if you’d like, by clicking their name to add the note.

 

You will, of course, receive a notification in your Notifications widget on your homepage, or in the Shared with You area of your Catalogs page when a colleague shares a markup with you. You’ll also receive an email if your colleague chose to send you one.