Share an interaction with other Tethr users.
Getting started: If you’re not already viewing an interaction, first click on the interaction in Search & browse or from one of your Reports.
Share an interaction:
- Click on the Share button in the upper right-hand corner of the call timeline.
- In the pop-up, begin typing the recipient's name in the Search field. Select the recipient once you see their name in the results field.
- Optional: You may add a personal comment and select which call comments or notes to include in the share invite.
Tip: If the call has anynotesorcomments, you may also select them to share with your recipient(s). First click on the Include link to see all available comments/notes, and then check which ones to share.
- Click the Share button to send the interaction to your recipient(s).